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Article - How to Validate Your Application
Article - How to Validate Your Application

Learn how and when to validate your application.

Liz avatar
Written by Liz
Updated over a week ago

Overview

You can validate your application at any stage, once you feel comfortable with the data you've entered and have completed all mandatory fields.

Validate your application

Validation rules are set by the Lender and are processed as you type in your application. They basically guide you through what's mandatory by displaying Red Bells and, what you've completed by displaying Green Thumbs Up. Despite having this functionality in place, you have the flexibility to validate your application at any point regardless of how much data you've entered. 

We've noticed that a lot of brokers find themselves clicking through the little Go to Next Page arrow at the bottom of every page in order to reach the validation tab. You don't have to do this!

Simply click on File and Submit, this will not automatically submit your application but rather go through the first step which validation.

Then click on Validate the Application. If the application is missing mandatory data then these will be displayed in this window. Feel free to click on each validation error to take you to the relevant section for completion.

If your application is complete, then you will have a Green tick allowing you to proceed to submission, given your application also passes the Lender's guidelines and serviceability. 

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