Use pre-defined document checklists to send supporting document info requests when first engaging with a customer to capture all their details upfront.
After creating the opportunity in Salesforce, launch the application to Loanapp
Ensure you have designated a Primary Applicant status to each applicant
You also need to ensure each Applicant's Contact Details have been added
Click the "Add Info Request" button
In the pop-up
Select "Pre-defined request"
Then choose "All Applicants" to send the document checklist to all applicants.
Note: Applicants will only receive the info requests that are relevant to them per the pre-defined checklistCheck that the email address is correct for each applicant, if not edit it in the application data
Select the checklist that applies to your scenario
Check "All items" to send all relevant items to each applicant
Click "Send request" to send the info requests
Your applicants will now receive an email asking them to log in and complete the info requests. This can be done from their mobile device.
Your applicants will need to set a password and then login.
The first time an applicant access Info Request, they will be asked to consent to Homestar's Privacy Policy. Consent will not be required when accessing info request in future.
Following consent, the applicant will be able to view their info requests and respond