Step 1: Navigate to New Application on the Decipher main menu
Step 2: Fill in the information for the Prospect.
Step 3: Select the Application Template. Scroll to the bottom and you will have the option to select which application you would like to start. If you have multiple financing products, select the correct one. If not, one should be defaulted.
Step 4: Next look at the Assigned to option and ensure the correct person is assigned to this application. This is usually the Salesperson or Loan Expert. You will be automatically assigned to the deal in the sales role here unless you select another team member.
💡 Tip: Underwriters/Processors can be assigned under Application Detail. Decipher allows 2 team members to be assigned at the same time (SALES-assigned to the Client. UNDERWRITER-assigned to the application).
STEP 5: Send Application and Auto Email the client
This option will create the application and send an automated Email to your prospect with the link to their application. If you do not want to send an automated email, skip to the next step.
STEP 6: Start an Application (Optional: DO NOT Auto Email the client)
If the option to "Start new application without sending email" is visible and you don't want to auto Email the client, select the option and click Start a new Application.
If no option is visible, it means the auto email has been disabled. Click the Green button to continue. This will not auto email the client.
Note: If you select Start a new Application and no auto email is sent, you may need to send an email to the client with the Application/Portal link manually later on when you are ready.
STEP 7: Clicking Start a New Application will open up a window with the client file for you to fill out on behalf of the client. You can send the Application/Portal Link email directly from the Application Detail page for the prospect to finish filling out, to sign the application disclosure, and upload documents or fill out other fields if needed.
🎉 Success! You will now be directed to the application so you can continue the process of filling out information on behalf of the applicant. 🎉