BlueLink and Salesflare

Actions (13)

Things Salesflare can make it do

• Create Address Object — Helper function to create an address object
• Create Applicants Object — Helper function to create an applicant object
• Create Case Note — Create Case Note for Quote
• Create Committed Monthly Expenditure Object — Helper function to create an committed monthly expenditure object
• Create Fund Object — Helper function to create an fund object

Show 8 more actions

• Create Income Object — Helper function to create an fund object
• Create Occupant — Helper function to create an Occupant object
• Get Document — Get Document
• Get documents metadata from quote — Get the metadata from all documents of a quote
• Request DIP — Request a Decision in Principle on a quote
• Save Experian Open Banking Payload — Save Experian Open Banking Payload
• Save UK Quote — Create or Update quotes in BlueLink
• Submit Application — Submit application selecting a product