The Loan Market Way - Step 5: Lodge the Deal
Prior to submitting a loan application to a lender you must ensure:
- All supporting documents are uploaded to MyCRM at an application level
- You’ve obtained a client signed Game Plan
- All application data and any notes captured to support the application are complete
- You’ve prepared the Lender Cover Sheet Copy
To lodge from within MyCRM, you simply click on Submit to Next Gen, complete any lender specific questions within AOL and generate lender specific documents for your client(s) to sign.
Documents uploaded within the supporting documents tab in the Loan Application can be imported directly from MyCRM to Apply Online. You can select and deselect preferred documents using the 'Send to Lender' functionality.
Remember that any subsequent supporting documents or information required by the lender must also be updated within MyCRM prior to settlement to reflect what was used to make a final lending decision.
For more information please email firstname.lastname@example.org.