How to: update the Lending Guide

Created by Avanti Marketing, Modified on Fri, 4 Nov, 2022 at 5:07 PM by Avanti Marketing

See example ticket


Note: The lending Guide is currently in the G Drive: 


How to: update the Lending Guide


1. marketing@avantifinance.co.nz notified by Michael, Elaine or Myra, ticket assigned to Katie


Katie


2. Katie to update Lending Guide document with changes, get approval from Exec and Legal

3. Katie to add Note to ticket, attach approved up-to-date document and assign ticket to Kimmie


Kimmie


4. After confirming approval, Kimmie to upload new Lending Guide document to

a.  to the Useful Information page on the Avanti website

b. in Avanti Matters

5. Kimmie to send confirmation of upload to Michael, Myra and Katie

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