C.29 Compliance - 7 Green Ticks

7 Green Ticks

VowNet will not allow you to progress a deal to ApplyOnline or Simplogy until you have completed all seven Compliance Documents and obtain 7 Green Ticks

There are 7 documents required

1. Credit Guide (combined with the Privacy Disclosure)

2. Privacy Disclosure (combined with the Credit Guide) - to be signed

3. FactFind

4. Preliminary Assessment

5. Credit Quote (combined with the Credit Proposal) - to be signed

6. Credit Proposal (combined with the Credit Quote) - to be signed

7. Sales Document (Loan Recommendation or Loan Scenario)

Creating a compliance document

Please refer to the C.28 Compliance - Creating Documents or click here

Using Labels to obtain the green ticks

Once you have created the document, you can add a label to the document by clicking on the label icon next to the document.