2 votes

Email function for credit proposal (inc PCA) - when not a Smart subscriber

Allow flex to have the ability to email Credit Proposal (inc PCA) direct to client, when not a Smart subscriber. We feel that this should not be limited to Smart subscribers but should be available to all Brokers as it is a compliance requirement to have the Credit Proposal and not a marketing exercise.

Category: Broker Portal Rhys Dillon shared this idea

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