What is Quick Sourcing?

The purpose of this guide is to provide an explanation of Quick Sourcing.

Quick Sourcing is a feature that enables you to search for products and loans without the need to add this information to a case. This functionality is particularly useful as it allows you to access your preferred sourcing platform to monitor rates and products without having to add them to a case.

To access Quick Sourcing, simply click on the "Quick Sourcing" option located on the left-hand navigation bar.