In this article you will learn:

  • The 3 different ways to win an opportunity

  • How to update the clients information when you win the opportunity

The 3 different ways to win an opportunity

Once your client has completed the whole mortgage advice process, you'll need to 'Win' the Opportunity to update your client's statement of position to reflect their new circumstances, and also to remove the Opportunity from the Pipeline and the client's Profile.

1.The Pipeline:

When on the Mortgage Advice Pipeline, click and drag the Opportunity tile (like you would to move an Opportunity between stages). Down the bottom of the screen, a few options will appear. Drag the tile and hover it over 'Complete' until it becomes a darker green, and let go.

2.The client's Profile:

When on the Profile for a client, click on the relevant Opportunity tile in the Opportunities box on the left hand side of the screen.

This will bring up the Opportunity Application Sidebar. From here, click the three dots at the bottom of the sidebar, and select 'Complete'.

3. The Application Editor:

Once you have accessed the Application Editor for a client, navigate to the Opportunity Summary section. From here, you will be able to select the green 'Win' button at the bottom right of the screen.

How to update a clients information when you win the opportunity

Once you have done this, you'll be asked to confirm the client's new situation. Anything that the client will continue to have moving forward should be ticked green, and anything not ticked will be removed from the client's statement of position.

Clicking on each box will allow you to edit the information for the item. 

Once the client's information is updated and correct, click 'Win Opportunity' at the bottom of the page. This will update:

This will also mean that the Opportunity will be removed from the Pipeline and Opportunities box on the Profile.

Did this answer your question?