 Productivity Tip
If a client does not need to go through a Pre-Approval process, then you can go straight to the Application stage and create a new Application.
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Create Application from Pre-Approval
| 1. | Here you can see that the majority of details have come through from the Pre-Approval. |
| 2. | Complete the missing details - Product Name and any repayment details that you have. |
| 3. | The Product Name is mandatory, but the repayment details are optional. |
| 4. | Now you can go through the rest of the Tabs and add the other details - Securities, Structures, People, Tasks. |
| 5. | In the Securities tab, you can add details of the property(ies) involved. The Address Search bar helps you look up the correct details for the property. It works in just the same way as in the Client Address Screen and Address Update. |
| 6. | Under Structures, you can add details of the mortgage components - just as you would add benefits to a risk policy. |
| 7. | Under People, you can add everybody associated with the loan - including the client's solicitor and other professionals - valuer, F&G broker etc... |
| 8. | Under Tasks, you can add and steps for the approval process that you want to track - loan application to lender, certificate of insurance to lender, loan offer to client and so on... |
| 9. | You can view and manage tasks on a range of mortgages, as you do for risk proposals via the Admin / Underwriting Tasks screen. |
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Create Application from scratch
| 1. | Start by selecting the Mortgage you want to work with. |
| 2. | Click on the Applications button |
| 3. | The system will ask if you want to create an Application for this Mortgage. |
| 4. | Say 'Yes' and follow the process as detailed above. |
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See Also:Pre-Approvals, Settled
