1. I am a Mortgage Manager - how does Loanapp work?
What is my 'Child' Loanapp?
A branded 'child' Loanapp you can make available to your brokers to submit applications to youThis article shows you how you can manage broker access to your Loanapp.
Note: if you want your Loanapp to be available on an Aggregator CRM, you will need to get in contact with Simpology to organise
How do I know an application has been submitted by a broker?
This article describes how an application is 'received' by your teamThis article describes how to utilize Teamwork to raise requests
2. Promoting the broker application to Origin
Copying the broker's app to a version you can work on, and submit to Origin when ready
This article describes the Columbus Loanapp experience as a Manager (receiving an application from Broker, assessing, submitting to Origin)
3. Using Tama with Loanapp for your assessment workflows
Any Loanapp submissions are also created in your Tama - which is a great set of tools for you to assess the loan application through to settlement.
Setting up your Tama
Creating New Entities
Create and manage entities such as brokerages within your channelCreating Users
Create and manage users within your channelThe TAMA Applications Dashboard
Your apps, allocating apps, changing statuses, navigating to other functionalityApplication participants are really important
Request info from your brokers or applicants as you work on the application
A number of articles on Supporting Docs and Decision Support
Reviewing s.docs against the app data and your credit policy
4. Tama Broker Portal
Your Tama is also a broker portal for your brokers. They will be able to see the status of their deals, Missing Information Requests, and who is currently looking after the deal.