Request Amendment on Quote

Laminin

1. 1. Click on Wallboard…

   

2. 2. Click on _Book Transfer Summary

   

3. 3. Click on Pending Broker Activation

   

4. 4. Click on your client

   

5. 5. Click on Open Lead

   

6. 6. Click on Upload Documents

   

7. 7. Select a file from upload menu

   

8. 8. Select Amendment

   

9. 9. Click on Upload Files

   

10. 10. Click on Request Amendment…

    

11. 11. Or you can request an amendment as follow

    Click on Contacts

    

12. 12. Click on Search...

    Always use the % sign when searching for your client

    

13. 13. Click on your client

    

14. 14. Click on Open Ticket

    

15. 15. Click on Upload Documents

    

16. 16. Select a file from upload menu

    

17. 17. Select Amendment

    

18. 18. Click on Upload Files

    

19. 19. Click on Request Amendment…