Bookings > (Unit Number)
If you're a Sales Staff or an Agent who has made a booking, you can share the booking form with the banker by following the steps below.
- Click Bookings at the Showroom homepage
- Click on the specific booking that you would like to share
- In the Booking Overview page, scroll down to the Refer to Mortgage Banker section
- Click on Share Booking Form to share the booking form to the selected/listed banker for that booking
Note: Your banker can also download the booking form in the Cases Received menu