After you have completing your Funding Details section, you are ready to start compiling your Diary Notes, and select the supporting Documents you want to include for your client's Mortgage Application!

Diary Notes can be entered into the Notes section of the Mortgage Advice Opportunity.

This will be included towards your final Mortgage Application PDF you download to send to the lender!

This page is where you can add in information about the client apart from the Fact Find, that the lender will want to know. The 4 section headers and explanations help give some ideas of what you can mention:

We recognise it would be helpful to allow the Notes page to have templating available so you can pull up reminders/ typical wording of what you usually want to include for each type of client!

Once you have reviewed your client's documents, you'll need to decide which ones are actually attached to the application. Though your client may have uploaded many documents, you may not want to send every one to the bank. The documents section of the application allows you to specify which documents are to be sent to the bank, as well as the order of the documents you'd like to include. From this page, you can do the following:

Select/deselect documents to be included in the application by ticking/unticking the tickbox to the left of the document name.

Change the order the documents will appear in the application by dragging them up or down using the three lines on the left of the tickbox. Trail automatically will order the documents based on a priority system, but we understand you may want to change this.