Deal Type
Under Review
October 13, 2025
o A field to identify deal type rather than just the board, EF, RESI, COMM, SMSF, AGRI so we can see at a glance how heavy a workload may be, and how much our different areas of expertise are bringing into the business. Also gives us the capacity to look at time on deal stage by deal type as the internal SLA's are different for different deal types.
o This should also have the ability to link a particular type of funding table for e.g. if an EF deal, the funding table is to be set to equipment purchase not a house purchase as the security type