If you have used Loanapp V1 for submissions to 360MMS, it is now being retired. You will be issued an invite to the new Loanapp (see below). This will mean:

You will receive an invite on email for the new Loanapp, which will have the following detail:

You will need to click the "click here" to finalise your credentials which will be

Login: your email address

password: whatever you set

The url for the new Loanapp is https://secure.simpology.com.au

When you login, you will land in the application dashboard.

This is where you will be able to manage your applications as you create/submit them. To create a new application, go to Solutions in the menu and select Loanapp:

To create a new Loanapp record, click the NEW button in the top right corner:

When you create a new application, you will need to select what journey you want to use. 360MMS has two journeys:

When you create a new Loanapp record, you will need to select the correct journey you want to use for this submission:

The appropriate journey will be created for your submission.

The first page of Loanapp is the Setup Page, where you enter the high level details of the application; and also establish your Applicants:

There are a bunch of "Attributes" on the setup page that you should use the define the application type. It is also where you set the Doc Type (Full Doc or AltDoc).

This is important as it will conditionally change products, data, supporting documents requirements etc:

When you have setup your application, you will then be able to work through all the application detail on each of the pages in Loanapp, which you can get to by clicking the navigation button at the bottom of each page; or the menu on the left hand side:

For a full run-through of general Loanapp functionality, click here.

For a run-through of the general data entry for an SMSF Loanapp, click here.

360MMS has a couple of digital services in their Loanapp.

The Digital Consent is an email that will be sent to your applicants, to have them login to a secure portal to give their consent to the Loan process. It is found on the Applicant's page.

You will note the Privacy Consent question is greyed out...it will auto-complete when your applicant's have given their digital consent.

This is a mandatory step for 360MMS submissions. For more detail on Digital Consent, please click here.

For an article that you can send to your applicants to guide them through the process, click here.

Digital VOI is a great service that you can optionally use in your submission to 360MMS. The Digital VOI service is found at the bottom of the Applicant's page, and can be requested when you have received your applicant's Digital Consent:

To use the service, open the widget and click "request":

When the Digital VOI is completed by your applicants, the report will be available for download in the Digital Widget, and also be sent to supporting documents for you to use in your submission. To download in the widget, click the details button:

For more detail on the Digital VOI service, please click here.

360 MMS offer an integrated bankstatements.com workflow that you can use to invite your applicants to login to their accounts, and return to Loanapp categorised living expense data.

The Banking Service widget is on the Financial Position page, and can be triggered after your applicants have completed the digital consent:

If you invite your applicants to use this service:

For more on the Banking Service, please click here.

When you have completed your application data, you will be able to then generate application forms to have signed and attached to your submission. To do this, go to the Documents section:

The list of documents available to generate will depend on your application, and the product you have chosen. To generate your documents, click "Generate Documents".

Once the documents are generated, you can download each of them and send to your applicants.

Alternatively, for any document that has the notation "Signatures Required" - this will mean that they can be sent to your applicants for digital signature via Docusign:

You are able to re-generate documents if you change any of the application data.

For more on the Documents section functionality, click here.

When you have completed your application, you can then generate the required supporting documents from the Submission page. Click "Generate Document Checklist":

This will launch the supporting documents module on a seperate tab.

For more detail on how to upload and attach your supporting documents, please click here.

When you have uploaded your supporting documents, and attached to the checklist items, you will be ready to submit. To do this, go back to Loanapp, and press Proceed:

When the deal is submitted, you will get thumbs up confirmation 🤩

When you have submitted your application, the status will update on your application dashboard to 'submitted':

And as Scene Finance assess the deal, any status changes that they make can be viewed on the dashboard eg:

If you open these emails you will get further detail on this change to the status.

As 360MMS completes their assessment, they might issue Info Requests to you, asking for more information or documentation. These Info Requests will be sent to you on email:

When you open this email, you'll have instruction to 'Click here' to complete the request. Your login credentials will be the same as your Loanapp credentials:

For more on Info Request, please click here

Remember, while you are working on an application, you can hit the Live Chat button at any time to get help from the Loanapp team:

Otherwise, contact the team at 360MMS on clientservice@360mms.com.au