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Lodging an SMSF Application from FLEX

Learn the ins and outs of submitting an SMSF application when launching from FLEX CRM

Christina avatar
Written by Christina
Updated over 4 years ago

When lodging an SMSF application through FLEX, you will need to add all applicants and guarantors in FLEX prior to launching to Loanapp.

If you forget, you can always Save & Close out of the application in Loanapp, update the applicants and guarantors in FLEX and then relaunch to Loanapp.

Data you enter into FLEX for an application, should be present in Loanapp after launching.

See below for a step-by-step guide on how to add an SMSF application using FLEX to Loanapp:

Adding Guarantors and Applicants in FLEX

  1. All guarantors and applicants into FLEX

    1. 2x Trust Applicants

      1. An SMSF Trust; and

      2. A Bare/Security Trust

    2. 2x Company Entities

      1. A company for the Trustee of the SMSF; and

      2. A company for the Bare/Security Trust

    3. Person Guarantor/s
      ​

  2. Ensuring you set

    1. Entity = Trust, for Trust applicants; and

    2. Entity = Company, for Company entities
      ​

How Applicants and Guarantors appear in Loanapp after launching from FLEX

After launching your application from FLEX to Loanapp:

  • Trusts will be present as follows

  • Companies will be present as follows


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