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Switching between Lender Loanapp channels

How to easily switch between Lender Loanapp channels once you are logged in

Written by Kate Gubbins
Updated over a week ago

Your Loanapp login credentials will work for all Lenders - if you have been invited to Loanapp by more than one lender, you can easily switch between each Lender's channel, once you are logged in.

This article takes you through how to switch between channels. If you prefer, watch this video:

Login to Loanapp

When you have a login to Loanapp, your email will be your unique user login.

It will be your username for all Lender Logins to Loanapp:

Submit Login Credentials

If you belong to more than one Lender Loanapp, you will need to select a channel

If you have been invited to use Loanapp for more than one lender, when you login, you will need to then select the lender channel you want to open:

Finalize Login

You will open the Application Dashboard for the selected lender

After you select the Lender channel, you will be taken to that lender's application dashboard, where you will see all your applications with that Lender:

Open Application Dashboard

Each record will be listed with columns of key details; and you can easily check the status of each submission:

Open Application Dashboard

You can also click the three dots at the end of any record

Proceed With Action

To click through to important modules for the record, such as Loanapp and supporting documents. You will also be able to copy applications from this feature:

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You may also be able to create a new Loanapp record for this lender - although if you usually launch Loanapp from your aggregator CRM, this may not be allowed for your login:

Create New Entry

Switch Lenders

If you would like to switch to see or work on your applications with another lender, click on your Profile icon in the top right corner:

Proceed With Action

Click Switch Channel:

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You will need to select a new Lender channel

You will be taken back to the login screen, where you chose the current Lender.

Click on the dropdown:

Select Bank Channel

You will see a list of all the Lender channels you have been invited to:

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Here I have chosen AMP Bank, and clicked Login:

Login To Channel

And I have logged in to the AMP Bank channel and can see all my applications:

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If I would like to switch to another channel:

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I can select another Lender Channel and click Login

Login To Channel

And I will now be in the application dashboard for the new lender:

Return To Dashboard

Use this functionality to easily switch between lenders when you need to

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