Beginner3 min readUpdated
How to Send a Proposal to a Borrower
Deliver a proposal and track when a borrower views it.
Related feature
Proposals
How to Send a Proposal to a Borrower walkthrough
Screenshot coming soon
This guide covers how to work with Proposals in TranIQ. Detailed step-by-step content for this guide is being written and will be published here soon.
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More in Proposals
Beginner7 min read
How to Create Your First TranIQ Proposal
A step-by-step walkthrough of building your first borrower-ready proposal.
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How to Compare Loan Scenarios
Show borrowers side-by-side options so they can make a confident decision.
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How to Customize Your Proposal PDF
Adjust layout, branding, and content on the exported proposal PDF.
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