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Simpology Manager

Logging in to Simpology Manager, and an explanation of the different sections.

Kate Gubbins avatar
Written by Kate Gubbins
Updated over a year ago

Simpology Loanapp is accessible within your ANZ VDI using Single Sign On (SSO), SSO means there is no user name and password to remember to login.

To access Simpology Loanapp:

1. Login to VDI

2. Open your browser

3. Click on this link and save to your favourites - https://secure-sso.simpology.anz.com/

Simpology Manager

Simpology Manager is the Simpology ecosystem that gives you access to Loanapp and related functionality.

When you first login to Simpology Manager, you will land on the Loan Applications Page. Because you are a new user, there will be 'no records':

Once you start creating applications, The Loan Applications Page will be where you will be able to view your loan application records, see current statuses, filter your deals, and access the Loanapp applications and related submission functionality. The key elements of the Applications Page are:

  1. The Application Grid, which lists all your applications

  2. The Search bar - which allows you to search for a specific application. You can search by the Simpology Loanapp application number or the Loan Title. Important note: ANZ Application Numbers (titled Lender Application Number in Loanapp) are currently not searchable.

  3. The Loanapp icon, which allows you to open up the Loanapp record for a particular loan record

  4. The Loanapp menu item that takes you to Loanapp

  5. The Help menu items that links to this knowledge-base

  6. The Status bar which you can tick/untick to narrow down the application grid to those statuses (eg everything that is open; to everything that is submitted; to everything that is settled)

  7. The status of a particular application.

There are a bunch of other filtering options as well.

Simpology Manager Components

Home Menu

The Home Menu takes you to your Dashboard for pipeline management:

The dashboard gives you a visibility of your pipeline:

Solutions Menu

The Solutions Menu takes you to all the key functionalities for lodgement.

  1. Loan Applications takes you to the Applications Grid. You would use this menu item if you are in another section and want to get back to the Applications Grid.

  2. Loanapp. This menu item takes you to Loanapp, where you can then create a new application or search for a particular application.

  3. Information Request. This menu item takes you to the Information Request section, to see any requests for information that you have made to your applicant/s.

  4. My Information Requests. This is where you will see any information requests that have been sent for you to fulfil. This might even include info requests that you send yourself to complete.

  5. Supporting Documents. This menu items takes you to the Supporting Documents functionality for applications, where you can work on the supporting documents record for a particular application. ie - you dont need to go through the Loanapp record to get to supporting documents, this is another way in.

  6. Omni. This menu item takes you to Omni, which is the module used to understand backchannels and track the status of your application once submitted.

Help Menu

The Help Menu takes you to:

  1. Support - this takes you through to ANZ Support

  2. Knowledge Base - takes you to this knowledge-base

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