In Salestrekker there is option to duplicate existing deal and all fact find information stored inside. To use this option, open deal you want to duplicate then press "Edit deal" button in top right and select option "Duplicate"

This will open a pop-up window where you can choose the workflow, stage and deal owner from the drop-down for the duplicated deal. You can then customize the duplicated deal further and create a separate deal with the same contact(s). This is the most effective way to use existing client profile information for new application. 

Duplicated deal will have all the information from Client profile (income, assets, liabilities..), your broker tools section will remain empty so you will need to complete the this section as well as any compliance document/questions that is required.