Loanapp is an electronic lodgement tool that can be launched from within Salestrekker to complete and submit applications to Lenders.
When you launch Loanapp, a new Loanapp record will be created in a new TAB (Salestrekker will remain open in another TAB); with all of your Salestrekker data passed over into Loanapp and populated into the relevant fields. The Loanapp that will have launched will configured for the particular Lender you are submitting to. You will then be able to finalise the application and submit to the Lender.
Launching Loanapp
Once you've completed all the required tabs under the Client Profile, you will be taken to the Lodgement tab. Click on Loanapp to launch your application through our platform.
Loanapp will open in new TAB, auto-populating your application with any data you had entered into Salestrekker:
Complete your application and submit it to the Lender.
Note that if you close down Loanapp and want to re-open the same application from Salestrekker, you will now get 2 options - Open Application and Update Application:
It is important that you use the correct button to reopen:
OPEN APPLICATION - will open the application as you last saved it in Loanapp. This means that you will keep all the data you have entered directly into Loanapp since first launch.
UPDATE APPLICATION - will open the application with the data that is currently in Salestrekker for that opportunity. This means that any data you have entered into Loanapp will be overwritten by the data that is in Salestrekker. (It generally means you lose all your work in Loanapp - so use this button wisely!)
If you do choose "Update Application" you will get the following message to confirm you are happy to proceed:
If you would like to learn about the Loanapp workflow and functionality, please click here.