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Procedures
Quick Quotes
This procedure explains how to create a quick quote.
Managing an Existing Quote
This procedure explains how to manage an existing 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

Managing an Existing Quote

This procedure explains how to manage an existing quote.

Within the Quick Quotes section of the main menu, select MANAGE EXISTING QUOTE. The Quick Quotes screen is displayed.
Either:
1. Enter criteria in any of the search fields and select Search to limit the number of transactions displayed, or
2. Browse through the list of all quotes by using the page navigation buttons.
Sort columns in ascending or descending order using the arrows by the column headers.
Delete a column by highlighting it and selecting the Delete symbol to the right.
Select the desired quote to begin managing the quote. The selected quote is displayed in the Quick Quote screen.