No deals yet — start one under "New Deal".
Loan Type
Individual
Company / Partnership / Sole Prop
For Individual Only
Particulars of Reference
Name, H/P No, Address
Guarantor
No guarantor
Has a guarantor
Particulars of Equipment / Vehicle
Particulars of Loan
Finance Particulars
Cash Deposit here is the bank loan figure for the HP Application — it's separate from the actual deposit collected below
Purchase Order Details
Only needed for printing the Purchase Order — not asked twice
Deposit Form Details
The actual deposit collected from the customer — separate from the Cash Deposit figure used in Finance Particulars above
Pick who's acting, fill in what you have, then save. You can print and come back to add documents later.
Every "confirmed sold" story the sales team sends from the Customer List lands here with the bank's LOU — the admin half is what to book, the repair half is what the workshop is ticking off.
No stories yet — they appear here when a salesperson sends one from the Customer List.
Quick CTOS Consent
Pick who's acting, fill these 4 fields, then Save & Print — this registers a deal automatically and prints the CTOS consent form straight away for the customer to sign. Upload the signed copy afterwards under that deal's Documents → CTOS Consent.