Manage Participants

Please note: the “Loan Writer” in Setup links a TPMI to an application, the Manage Participants section does not impact TPMI ownership.

When you are building a new Loanapp application record, an important section on the Setup screen is the Manage Participants section.

Participants are anyone that you want to attach to this application record. Adding someone as a participant can mean two main things:

In the Application Management section, you can add any person other than an applicant, that you want to be able to participate in this application.

You will note that when you create a record, your own details are automatically added as a participant, and also auto-selected as the 'current coordinator'. This means you now have management access to this record:

You are able to add other business-related people to be participants in your application. This might be co-workers in your franchise, or other loan writers, that you want to have visibility and access to this application:

Note that you can make any of these parties the 'current coordinator' - which will give them management of this application and sets them as the sender for information requests to the applicants. Note also that you can only have one current coordinator (ie if you make someone else the current coordinator, you will no longer be the manager of the application).

You can add as many people as you like as participants, and you can add more at any time while you are working on the application. The main reasons you will add people is so that they can have access to this application, and/or be able to receive and reply to info requests for this application.

This is where you add your applicants to the record. When you click 'Add" you will be able to select type of applicant you are adding. ANZ Loanapp supports Person, Company and Trust applicants:

You will note that in this section you are only establishing them by name, and that as you do, new data capture sections for each applicant will be established and can be seen on the side menu:

You are also able to establish the role of each applicant - as a borrower or guarantor:

Note that OK to receive information requests is automatically ticked.

It is important to note that if you untick this checkbox, that applicant will not be able to receive Information requests, or have access to your secure digital portal that allows you to communicate digitally with that applicant. It is advised that you leave this ticked.

For more on the Information Request functionality, click here.

You can add up to x applicants to an application record.

Once you have established your participants, you application record will now be searchable and filterable on your application grid:

After you have submitted your application, the coordinator can be allocated/changed by: