Look the client up in AgencyZoom, or enter details by hand.
Line of business quote
Upload the carrier quote PDF and it reads the fields in. Check them, then add another line or move to preview.
Payment & binding
Nothing to enter here. On their screen, the client confirms the email address the carrier should send the secure payment link to after we request binding.
The client picks pay-in-full or monthly on the finance page. We'll tell them we recommend bank / EFT, since the finance company adds a service fee for cards.
The mortgage lender pays this premium through escrow. On their screen the client can add the lender name, address, and loan number (optional — they can send it later; we need it to bill the lender).
