Loanapp Functionality

Usability of the platform

Kate Gubbins avatar Ricky avatar Liz avatar
47 articles in this collection
Written by Kate Gubbins, Ricky, and Liz

Equifax Credit Check

Some Loanapp lenders allow you to call Equifax to return a credit report on your applicants.
Kate Gubbins avatar
Written by Kate Gubbins
Updated over a week ago

IDMatrix Identity Check

Some Loanapp Lenders have integrated IDMatrix ID check into their workflows. This takes you through the process.
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Written by Kate Gubbins
Updated over a week ago

Signing your Application Forms electronically

Some Lenders incorporate Docusign into their Loanapp workflow for electronic signature of the ApplicationForms
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Written by Kate Gubbins
Updated over a week ago

Digital Bank Statements

Loanapp has a convenient digital service to gather all your applicants' bank statements that are required to support their applicant.
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Written by Kate Gubbins
Updated over a week ago

Biometric ID Verification

Loanapp has an integrated biometric ID service, which is a convenient digital VOI workflow for you and your applicants.
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Written by Kate Gubbins
Updated over a week ago

Electronic ID Verification

Find out how to do an electronic ID verification of your applicants as part of the Loanapp workflow for submissions to Citibank.
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Written by Kate Gubbins
Updated over a week ago

Article - How to Delete an Applicant

Learn how to delete an Applicant
Ricky avatar
Written by Ricky
Updated over a week ago

Article - How to Delete an Entry

Deleting Assets, Liabilities, Properties and more
Ricky avatar
Written by Ricky
Updated over a week ago

How to add Comments to your application

Add comments to support your application to the lender.
Liz avatar
Written by Liz
Updated over a week ago

2 Minute Overview

Do you want a crash course on Loanapp?
Liz avatar
Written by Liz
Updated over a week ago

Connective Video - Online Chat

Get an overview of our Online Chat service to Loanapp users
Liz avatar
Written by Liz
Updated over a week ago

BNZ Video - Online Chat

Get an overview of our Online Chat service to Loanapp users
Liz avatar
Written by Liz
Updated over a week ago

Article - Errors Logging into Loanapp

You may need to clear your cache and check third party cookies
Liz avatar
Written by Liz
Updated over a week ago

Article - Synchronised Data between FLEX and Loanapp

Get an insight on data transfer between FLEX and Loanapp and how it works.
Liz avatar
Written by Liz
Updated over a week ago

Connective Home Loans Article - How to Order a Valuation

Learn how to order a valuation through Loanapp.
Liz avatar
Written by Liz
Updated over a week ago

How to Download a Copy of Your Chat

Want to keep a copy of your chat with the Help Desk team? Find out how!
Liz avatar
Written by Liz
Updated over a week ago

Article - Email from within Loanapp

Learn how to email Application Summary docs, Print Forms and Checklist from Loanapp.
Liz avatar
Written by Liz
Updated over a week ago

Article - How to Add an Address Manually

Learn how to manually type in a Standard or Non Standard Address
Liz avatar
Written by Liz
Updated over a week ago

Article - How to Validate Your Application

Learn how and when to validate your application.
Liz avatar
Written by Liz
Updated over a week ago

Article - Validation Rules

Lenders set validation rules in Loanapp which are processed as you type, saving you time
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Written by Kate Gubbins
Updated over a week ago

Article - Navigate through Loanapp

Wondering how and when you can navigate through your application? Any time, find out how!
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Written by Liz
Updated over a week ago

Article - Download Print Forms as a Package

Can we download all the Print Forms at once, as a package? Yes, find out how!
Liz avatar
Written by Liz
Updated over a week ago

Article - Deleting Data From a Loanapp Dropdown Field

Wondering how to delete data from a dropdown field you've already entered into? Find out here!
Liz avatar
Written by Liz
Updated over a week ago

Article - Activate Loanapp Account

Verify your email address, select a password and decide on a profile image to activate your account
Liz avatar
Written by Liz
Updated over a week ago

Article - How to Change the Doc Type

Here's what to do if you select the wrong doc type (Lo Doc/ Full Doc) and only realise so after or during completion of the application.
Liz avatar
Written by Liz
Updated over a week ago

Article - Address Validation

Integration with CoreLogic to auto-populate and validate addresses.
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Written by Kate Gubbins
Updated over a week ago

Article - Report a Bug

Discovered a bug? Report it to the Loanapp Development team!
Liz avatar
Written by Liz
Updated over a week ago

Article - Get Support - Online Chat

I need assistance with Loanapp usability, how do I access online chat?
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Written by Liz
Updated over a week ago

Article - How To Reset Your Password

I've forgotten my password, what do I do?
Liz avatar
Written by Liz
Updated over a week ago

Article - How To Change Your Password

I'm not happy with my current password, how do I change it?
Liz avatar
Written by Liz
Updated over a week ago

Article - Import/Export Applications Across Multiple Lenders

Did you submit/enter a loan with Lender X and would like to somehow duplicate it and submit it through to Lender Y? Here's how!
Liz avatar
Written by Liz
Updated over a week ago

Article - Disable Multifactor Authentication (MFA)

Learn how to disable Multifactor Authentication facility on Loanapp.
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Written by Liz
Updated over a week ago

Article - Enable Multifactor Authentication (MFA)

Get a better understanding of what Multifactor Authentication is and how it works.
Liz avatar
Written by Liz
Updated over a week ago

Article - How to update your account profile

Change your Password, Profile Image or contact details
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Written by Liz
Updated over a week ago

Article - Create a Copy (Clone) of your application

In Progress or Submitted applications can be copied to reduce data entry
Liz avatar
Written by Liz
Updated over a week ago

Video - How to delete an Entry

Made a mistake? Remove entries from your application
Liz avatar
Written by Liz
Updated over a week ago

Article - Understanding Field Types

Mandatory and Optional fields
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Written by Liz
Updated over a week ago

Article - Why Loanapp Differs Between Lenders

Each Lender creates a unique Loanapp to match their products and policies
Liz avatar
Written by Liz
Updated over a week ago

Article - Tool Tips

A pop up that explains what data to enter into the field
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Written by Liz
Updated over a week ago

Article - Understanding Error Messages

Mandatory fields or incorrect data show by the 'Red Bells'
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Written by Liz
Updated over a week ago

Video - How to add an Address Manually

Type in a Standard or Non Standard Address
Liz avatar
Written by Liz
Updated over a week ago

Video - How to add an Address via Search

Use the Lookup functionality supported by Core Logic RP Data
Liz avatar
Written by Liz
Updated over a week ago

Article - Adding & Deleting Resources

Save time and only enter Resource data once. Includes Addresses, Accountants, Solicitors, Employers, Shareholders and more.
Liz avatar
Written by Liz
Updated over a week ago

Reusable data - Resources

Find out how to do less data entry within an application
Liz avatar
Written by Liz
Updated over a week ago

Article - Minimum Browser Requirements

Chrome and Firefox
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Written by Liz
Updated over a week ago

Article - Recommended System Requirements

Software, Hardware and Internet minimum requirements
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Written by Liz
Updated over a week ago

Article - Introduction to Loanapp Icons

Red Bells, Green Thumbs Up, Plus Sign, Magnifying Glass, Binoculars, Trash Can and more
Liz avatar
Written by Liz
Updated over a week ago