What are proposals?

Proposals, in this context, are finance applications sent to a lender.

To view them, click on the paper and magnifying glass icon on the navigation panel.

When you are on the proposals page, you can filter the results shown. For example, you may want only to see proposals sent in the last week. To do this, use the drop-down box at the top of the right-hand page.

At the top of the page is a search box. You can search via surname, postcode, etc. When you click on a proposal, it takes you to the Overview page. You can view updates to the application on the left-hand side; for example, in the notes field, you may have updates from lenders.

Unsure about some terms? We have provided definitions here.