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.

    • 01

      Owner / seller or occupant / landlord — the prompts change accordingly.

    • 02

      Asset type and location seed the right evidence templates.

    • 03

      Inputs autosave, so a refresh never costs you progress.

    Qualify a deal

    The full flow

    1. 01Overview · doneQualify a deal in three steps
    2. 02Step 1Step 1 — Deal details
    3. 03Step 2Step 2 — Score the letters
    4. 04Step 3Step 3 — The verdict