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titleHow to quote

Please navigate to a case and product.

Using the action bar Ensure the following minimum details are entered:

  • Security Address

  • Postcode (must contain a space e.g. “BS22 7XX”)

  • Country

  • Mortgage Valuation

  • Mortgage Lender

Now save those details using the following save button, at the bottom of your screen:

Image Added

Next, select using the following export button, at the bottom of your screen:

Followed by selecting the Optimus option:

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