APP (Aldermore Proposal Portal) How to load and edit your proposals, fast.

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Gary Johns
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1 APP (Aldermore Proposal Portal) How to load and edit your proposals, fast.

2 1. Introduction 2. How to load a proposal 3. Editing an existing proposal Contents

3 Welcome to the Aldermore Proposal Portal The Aldermore Proposal Portal (The APP) is designed to streamline the communications between us, improving all aspects of our service delivery to you and your customers. The APP will have a number of significant features including: Quick online Proposal capability Online calculation capability within the system for repayments and commission Faster Credit decisioning Full visibility online to the progress of your proposal and documentation Online documentation pre-populated by the system Lets start! Introduction Introduction

4 Creating a proposal couldn t be easier There s one screen and you just fill in the blanks and submit. You will be notified of the decision and can then produce documents yourself using the details you have already loaded. 1 Proposal 2 Decision Including pricing Or more information requests 3 Documents Complete a few details and print How to load a new proposal

The APP is a web based portal, so you will need to access the internet and use the URL below to reach the log in screen. www.aldermore-app.co.

5 The APP is a web based portal, so you will need to access the internet and use the URL below to reach the log in screen. Every user will have an individual log in that will drive the options available to you when using the APP. We support browsers Internet Explorer 8 or later, Chrome, Firefox, Maxthon, Lunascape 6, Avant, Comodo Dragon, SRWareIron and Flash Peak Accessing the Portal

6 This is the first screen you will see, from here you can either create a new proposal or view existing proposals. If you click the search button without entering any parameters all of the deals for your business will be displayed. To load a proposal click on the New Proposal button Loading a proposal

To load a proposal you complete the fields requested working down the screen. Select Limited or Unlimited input the customer name or registration number press search.

7 To load a proposal you complete the fields requested working down the screen. Select Limited or Unlimited input the customer name or registration number press search. Either your customer details will auto populate if the target has been successfully identified or you select from the list provided and Validate. For Non-Limited business use the trading style here if there is one as you will enter individual names later in the process. If there is no trading style enter the traders names. Loading a proposal client

8 The proposal name can be used to search for your proposal once it has been loaded. For loans this should be the purpose of the Loan. Select the finance type and product you want to propose. Input your own reference if you have one. Loading a proposal proposal header

9 Select your Asset Category and Type from the drop down menus. If you have serial numbers or registration details you can load them here or add them later for documentation. Next input the total net value of the first asset, along with any balloon or RV value if there is one. If you know the manufacturer select from the list provided or select Other and complete the Other Manufacturer box. Loading a proposal asset

10 If you know the Supplier details you can record them here. If it is a regular supplier use the binoculars and input the company name and search to populate or use Add Supplier and input the company name to search the wider database. Type the Model details into this box and this will appear on your documents. Select New/Used/Refurb from the drop down menu and add the Year of Manufacturer. The other fields can be used as required for your particular proposal. Loading a proposal asset

If you are loading multiple assets which can be used for documentation raising when this is available simply click on the Add button and the fields will be cleared so you can complete them again with

11 If you are loading multiple assets which can be used for documentation raising when this is available simply click on the Add button and the fields will be cleared so you can complete them again with the new details. The first asset will then appear on the List of Asset box and can be accessed but clicking on them to view the details. A full description of the assets needs to go in the Model box for the first asset so this appears on your decision template from our Underwriters subsequent descriptions can be for individual assets. Loading a proposal multiple assets

Your asset cost will populate based on the asset cost already loaded. The VAT will auto calculate but can be edited. Input your deposit amount if appropriate.

12 Your asset cost will populate based on the asset cost already loaded. The VAT will auto calculate but can be edited. Input your deposit amount if appropriate. Subsidy will pull through from the asset screen. The next fields relate to the deal structure i.e or 1+59 etc. Next check the frequency. The term will auto complete based on the earlier fields. You can add a VAT deferral using the VAT deferment date field if required, remember to amend your deposit value accordingly. Loading a proposal financial quote

13 You can now input your quote criteria, rental value, Margin or Yield, Balloon etc then click on the bulb of the field you want to calculate. The rate results will then be displayed on the panel on the right hand side of the screen. Different verticals will have slightly different variables based on their specific needs. You can check the fees in the Services panel at the bottom and make any changes by over typing. Loading a proposal financial quote

Partnerships where there are 3 or less and sole traders will need to be added here for KYC & documentation purposes when these enhancements are added.

14 Partnerships where there are 3 or less and sole traders will need to be added here for KYC & documentation purposes when these enhancements are added. Guarantor or Buyback party details will need to be added here also. Select Add, then the role from the drop down menu. If it is a regular business partner use the binoculars and input the company name and search to populate or use Add Actor and input the company name to search the wider database. Loading a proposal parties and individuals

15 Select Limited or Non-Limited from the drop down menu. Input the name of the business or individual based on the fields presented. If it is a limited business you can use the search function to complete the remaining details, otherwise complete the address details and Save at the bottom to add to your proposal. Loading a proposal parties and individuals

16 Notes added here can be viewed at any point during the proposal process by any one looking at the deal including the Underwriters. This text will appear in any s that are produced as a result of a decision. Loading a proposal notes

17 If you want to add a document (accounts or your proposal details maybe) go to the document tracking section at the bottom of the screen. Select Add, then add a document ID, date and then browse to view your documents to add them to the proposal. You can also add a description if you want to. Save between documents if you are adding multiples. To review the document use the View Document button. Loading a proposal document tracking

18 Once you have added all your data and any documents to your proposal press Save at the top of the screen. You will then see a proposal number in the top right hand corner, this stays with the proposal throughout the process. If any information is missing you will get an error message asking you to make a correction. Now you submit your proposal to our Underwriters using the Submit option of the menu on the left of your screen. Submitting a proposal

19 Once you submitted the proposal you will need to view the Decision and Step fields to see whether the proposal has been submitted. The following pages show you the possible outcomes and any action then required. Submitting a proposal

20 Step Deal Created Out of Policy EXP_Submitted EXP_Manual Accept EXP_Review EXP_Conditional Accept EXP_Decline EXP_Decline Refer Communication The proposal has been created but not submitted for a decision Call your Internal Account Manager this relates to the asset policy You will receive confirmation of receipt of your proposal You will receive confirmation of acceptance with reference to the APP for details once the proposal has been reviewed You will receive confirmation of receipt of your proposal You will receive confirmation of acceptance with reference to the APP for details once the proposal has been reviewed You will receive an referring you to the APP for details of why your proposal has been declined you can resubmit with additional information or give you Account Manager a call You will receive confirmation of receipt of your proposal Communications

21 Step EXP_AM info Required EXP_Int Refer EXP_More Info Requested EXP_More Info Received EXP_Cancelled EXP_Manual Decline Acceptance Sent More Info Sent Decline Sent Communication Our Asset Management team are reviewing the asset details You will receive confirmation of receipt of your proposal You will receive an detailing what information is required to proceed with your proposal once it has been reviewed Confirmation that information has been received and your proposal is being reviewed The proposal has been cancelled You will receive an referring you to the APP for details of why your proposal has been declined You should have received an confirming acceptance You should have receive an detailing what info is needed You should have received an confirming decline reasons Communications

22 Step Unlock Docs Review Docs Incomplete Awaiting Invoice Ready Payout OK/In Life Archived Expired Communication The proposal needs action to move it to a status where some action will be taken either resubmit or decline notified Confirmation that documents have been received and checks are being completed You will receive an that will details what is required for proceed with payment You will receive an that will details what is required for proceed with payment This proposal is having it s final checks before funds are released You will receive an confirming funds have been released This proposal has been archived The Proposal has expired. Acceptances are valid for 90 days but can be extended by 30 days if required and notified before expiry Communications

If you want to make changes to a proposal you can modify the deal which releases some fields to be amended so the proposal can be resubmitted to the Underwriters.

23 If you want to make changes to a proposal you can modify the deal which releases some fields to be amended so the proposal can be resubmitted to the Underwriters. In some cases the fields are locked down once a decision has been received and so a Significant Modification would be required, which releases further fields. Editing a Proposal Editing a Proposal

24 If you need any assistance in using the portal please call your usual contact at Aldermore who will be able to assist you with any queries. Help Help

Creating a Sales Invoice

Creating a Sales Invoice Creating a Sales Invoice The diagram below represents the process flow for a creating an invoice. Incomplete Doc Type Rejects Invoice & Dept Contacted Create Invoice Amends Invoice,