> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/lending/lending/working-a-deal-on-a-job.md).

# Working a Deal on a Job

The Deal details card on a lending job, what to fill in and when, and what happens automatically.

Everything the pipeline knows about a deal comes from its job. Keep the **Deal details** card up to date and the dashboard stays right.

### 📍 Where to Access

Open the job. The **Deal details** card sits at the top of the left column, above **Details / Files**. It only appears on jobs in a pipeline workflow. Click **Edit** to change it.

* **Lead workflow jobs** show the source fields: broker, lead date, source channel, referrer and sub referrer.
* **Deal workflow jobs** also show the loan fields and the milestone dates.

### ✍️ What to fill in, and when

| When                         | Fill in                                                           | Why it matters                                                                                                            |
| ---------------------------- | ----------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------- |
| As soon as you know          | **Source Channel**, **Referrer** / **Sub Referrer**, **Campaign** | Drives the Sources tab and, for the household's first deal, its **Client Source**                                         |
| Strategy / Application       | **Deal Type**, **Loan Amount**, **Est. Lodgement Date**           | Puts the deal in the lodgement forecast and the planner                                                                   |
| Before moving to **Lodged**  | **Lender**, **Loan Amount**, **Est. Settlement Date**             | Required (if switched on in settings). Drives the settlement forecast and Expected to settle                              |
| Before moving to **Settled** | **Settled Amount**                                                | Required (if switched on). Drives settled $ in Broker activity                                                            |
| At settlement, if needed     | **Paid On (Net)**                                                 | When less is paid on than settled (money straight into an offset, a bridging portion). Used instead of the settled amount |
| If it doesn't go ahead       | **Lost Reason**                                                   | Takes the deal out of the open pipeline. **Cancelled** removes it from every figure                                       |

If the job is blocked when you choose a stage outcome, the message lists the fields still missing. Fill them in on the Deal details card, then try again.

### ⚙️ What happens automatically

* **Lodged, Approved and Settled dates** are stamped the day the job enters the stage your admin marked for each milestone. They're only stamped if blank, and you can edit them to correct a date.
* **The lead date and source carry over.** When a lead job launches the deal job, the lead date, broker, referrer, sub referrer, source channel and deal type are copied across. The lead date is the start of the first pipeline job in the chain.
* **The household is updated.** Settling a deal updates the household's **Last Settled Date** and **Lending Anniversary Date**. A deal's source fills the household's **Client Source** if it's still blank (see [Household Lending Details](/lending/lending/household-lending-details.md)).
* **Stage history is recorded.** Every stage the job enters is logged with when it entered and left. This is the history behind milestone dates and conversion.

### 👤 Who the deal belongs to

The broker is the person in the **Broker role** on the household's account team. To credit someone else for one deal, set **Broker** on the Deal details card; it overrides the account team. Where there's no account team yet (often on a brand-new lead), the job owner is used.

{% hint style="info" %}
You can also change **Est. Lodgement Date**, **Est. Settlement Date** and the estimated amount from the dashboard's lodgement planner and Expected to settle list. Those changes save straight to the job.
{% endhint %}