Loanapp Functionality

Usability of the platform

Kate Gubbins avatar Jay Ellis avatar Ricky avatar
42 articles in this collection
Written by Kate Gubbins, Jay Ellis, and Ricky

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.
Jay Ellis avatar
Written by Jay Ellis
Updated over a week ago

2 Minute Overview

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

Connective Video - Online Chat

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

BNZ Video - Online Chat

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

Article - Errors Logging into Loanapp

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

Connective Home Loans Article - How to Order a Valuation

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

Article - Email from within Loanapp

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

Article - How to Add an Address Manually

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

Article - How to Validate Your Application

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

Connective Home Loans Article - Backchannel Messages

Want to check the latest status on your application? Find out how!
Jay Ellis avatar
Written by Jay Ellis
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!
Jay Ellis avatar
Written by Jay Ellis
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!
Jay Ellis avatar
Written by Jay Ellis
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
Jay Ellis avatar
Written by Jay Ellis
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.
Jay Ellis avatar
Written by Jay Ellis
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!
Jay Ellis avatar
Written by Jay Ellis
Updated over a week ago

Article - Get Support - Online Chat

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

Article - How To Reset Your Password

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

Article - How To Change Your Password

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

Article - Disable Multifactor Authentication (MFA)

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

Article - Enable Multifactor Authentication (MFA)

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

Article - How to update your account profile

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

Video - How to delete an Entry

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

Article - Understanding Field Types

Mandatory and Optional fields
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Written by Jay Ellis
Updated over a week ago

Article - Why Loanapp Differs Between Lenders

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

Article - Tool Tips

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

Article - Understanding Error Messages

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

Video - How to add an Address Manually

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

Video - How to add an Address via Search

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

Reusable data - Resources

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

Article - Minimum Browser Requirements

Chrome and Firefox
Jay Ellis avatar
Written by Jay Ellis
Updated over a week ago

Article - Recommended System Requirements

Software, Hardware and Internet minimum requirements
Jay Ellis avatar
Written by Jay Ellis
Updated over a week ago

Article - Introduction to Loanapp Icons

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