Click “Add New Residential Search” under the client and you will see the above screen. Mandatory fields include: Label – Your own identifier. Useful to differentiate between different enquiries or options Number of applicants Number of dependants Employment type Loan type, mortgage type, term, value and deposit – You can enter a loan and the […]
Category: Help & Guides – Residential
Knowledgebase Articles
Creating your First Client
When you first log into BrokerSense this page will be blank You can add a client by clicking “Create New Client” in the top right Enter the client name and date of birth (optional) For a joint application select the “add second applicant” radio box and complete their details Click “Create” and you will be […]