Creditcrest Broker, end to end

Record a client’s needs, cost three published home loans, recommend one and seal the best interests file.

Sandbox. Invented data, in the sandbox. Nothing you enter is kept, and no lender’s records are read or written.

1. 1. The client and the loan
2. 2. Three options, costed
3. 3. The file, sealed

Step 1 of 3: The client and the loan