---
title: Reviewing a client
description: Learn how to evaluate your clients and approve or reject a deal via back office.
---

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# Reviewing a client

## Learn how to evaluate your clients and approve or reject a deal via back office.

<iframe src="https://player.vimeo.com/video/585367833?h=c3c1c16e3f&amp;app_id=122963" width="640" height="360" frameborder="0" allow="autoplay; fullscreen; picture-in-picture" allowfullscreen title="Reviewing A client.mp4" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

- [Advisers](https://help.dashly.com/migration/advisers?hsLang=en#main-content)

    - [Getting started](https://help.dashly.com/migration/advisers?hsLang=en#getting-started)
- [Homeowners](https://help.dashly.com/migration/homeowners?hsLang=en#main-content)

    - [Getting started](https://help.dashly.com/migration/homeowners?hsLang=en#getting-started)
    - [Blink Magnet](https://help.dashly.com/migration/homeowners?hsLang=en#blink-magnet)
    - [Using your dashboard](https://help.dashly.com/migration/homeowners?hsLang=en#using-your-dashboard)
    - [Credit Reports & Open Banking](https://help.dashly.com/migration/homeowners?hsLang=en#credit-reports-open-banking)
- [Mortgage Questions](https://help.dashly.com/migration/mortgage-questions?hsLang=en#main-content)

    - [General Questions](https://help.dashly.com/migration/mortgage-questions?hsLang=en#general-questions)
    - [Buy to Let Mortgages](https://help.dashly.com/migration/mortgage-questions?hsLang=en#buy-to-let-mortgages)
    - [Making or managing a mortgage application](https://help.dashly.com/migration/mortgage-questions?hsLang=en#making-or-managing-a-mortgage-application)
- [Security, Privacy & GDPR](https://help.dashly.com/migration/security-privacy-gdpr?hsLang=en)
- [General](https://help.dashly.com/migration/general?hsLang=en)

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