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Article - How to add a Solicitor
Article - How to add a Solicitor

Entering the Solicitor of the Person or Company Applicant

Liz avatar
Written by Liz
Updated over a week ago

Overview

A Solicitor is an example of a Related Party. A Related Party is a one which is NOT an applicant to the loan.

Other examples of Related Party are Accountant, Employer and Business. There are many different places within Loanapp where a Related Company may be added.

Step-by-Step Instructions

Step 1

This example is adding a Solicitor under Person Applicant.
(You can also enter a Solicitor under a Company Applicant in the same way)

Step 2

You can enter a Solicitor by either:

  • selecting a previously entered Solicitor (by selecting options from the Drop Down menu);

  • or select the Add Data button (+sign) to add new Solicitor details.

Step 3

For this example, using the Add Data button, select Related Company.

Step 4

You will be presented with a Solicitor pop up box.

Complete all the required fields in this pop up box.

Required fields are outlined in red.

Notice the Magnifying Glass icon?

The Magnifying Glass indicates a Web-Service Call. This icon appears wherever the application employs a web-service call in order to enable a search for data to input into the application.

This example allows for a web-service call to the ABN Lookup which calls the Australian Business Register (ABR) to access data about companies. Once you find the correct company from the web-service call, this information is inserted directly into the application.

Step 5

Click on the Magnifying Glass icon to search for the Company Name.

You will be presented with an additional popup called Company Search.

Type in the Company Name and click the Magnifying Glass icon.

Choose the correct company and click Select.

Step 6

You will be taken back to the Related Company, Solicitor popup and you see that the Company Name has been successfully populated.

The relevant ABN and ACN details are auto-populated and are displayed in locked fields.

You can now continue to complete the rest of the fields.

To add the Address and Contact Person, click on the Add Data icons.

Once you have completed the information, click OK.

The popup will close and you will see your Related Company in the appropriate field.

Step 7

You are now taken back to the Person Applicant page.

You will see your Solicitor Related Company has been successfully entered.

The Green Thumbs up, in the top right hand corner, indicates that all mandatory fields have been entered successfully.

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