11. Proposals

Proposals are finance applications that are sent to a lender.

You can arrive at the Proposals page via these options,

• Click on Proposals (paper and magnifying glass symbol) on the navigation panel.
• On Dashboard, you'll find a ‘Proposals’ box. Click on ‘View all Proposals’.

The search boxes at the top of the page allow you to search and find proposals using customer names, postcodes, etc. You can also search within a specific period, e.g., the last seven days.

When you've found the proposal of interest, click on any link. This takes you to the Overview page where you’ll find the application's information and its progress there.

Next up, 12. Finance Application.