Skip to main content

Proposal Creation Process

How to create a proposal

Alex Cornwell avatar
Written by Alex Cornwell
Updated over 11 months ago

In this video, I'm following up on section three and walking you through the proposal creation process. I demonstrate how to move leads to applications, obtain credit consent, and populate the proposal with eligible accounts. I also highlight the upcoming changes to the credit report on January 6. Please make sure to review the steps and let me know if you have any questions!

Did this answer your question?