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Procedures
Quick Quotes
This procedure explains how to create a quick quote.

Procedures
- New Loan Workflow
- Adding a Loan Party
- Adding an Individual Party
- Adding an Entity Party
- Adding a Sole Proprietorship Party
- Adding a Related Party
- Using Nested Entities
- Working with Loans
- Quick Quotes
  This procedure explains how to create a quick quote.
  - Managing an Existing Quote
    This procedure explains how to manage an existing quote.
  - Converting a Quote
    This procedure explains how to convert a quote to a loan.
- Working With Financial Analysis Spreadsheets
  This section is provided help while working with the financial spreadsheets for the Financial Analysis and Authorization screen.
- Importing Loans
  Data must first be in an XML format that conforms to our Import schema, which can be found on our Software support web site.
- Importing Transaction Data
- Exporting Transaction Data
- Updating TSoftPlus
- Creating Submitting a Loan from TSoftPlus to ETran
  add short description here

Quick Quotes

This procedure explains how to create a quick quote.

Creating a Quick Quote

Navigate to Quick Quotes: From the main menu, select the Quick Quotes section. Select CREATE NEW QUOTE. This will open the Quick Quote screen.

Note:
The system automatically populates the Quote Name, but it can be changed during the creation of the Quick Quote.
Enter as much information as possible. For information on the various features of the Quick Quotes screen, refer to Quick Quote Screen.
Select SAVE when finished to save the new Quick Quote.
Select CLOSE to return to the previous screen.