Step 1
Step 1 — Deal details
Start a QUALIFY scorecard by capturing the client type, asset type, and location, so the evidence prompts match the deal in front of you.
- Owner / seller or occupant / landlord — the prompts change accordingly.
- Asset type and location seed the right evidence templates.
- Inputs autosave, so a refresh never costs you progress.
The full flow
- Overview — Qualify a deal in three steps
- Step 1 — Step 1 — Deal details
- Step 2 — Step 2 — Score the letters
- Step 3 — Step 3 — The verdict