Creating a Loan Through an Application

Overview

Customers may apply for a loan through an application on your company's website. Applications may also be filled out through the LoanPro interface, but customers will not have access to the admin side of LoanPro. The application form is a configurable form that customers may use to fill with information to make the loan creation process easier for both parties. In this article, we will cover the basics of creating a loan through the application process.

Note: The application form settings will be set to default for this article. For more information on customizing the application form, please go to the Application Styling article.

Through LoanPro

Customers will not be able to access the application form through this method, but this is helpful in testing out any application forms that have been made before making them public. Inside the Loan Manager you will have the option to create a new loan from the button in the top right corner by clicking New Loan. This will open a menu of loan types you can choose from. The lower most options are the Application type loans.

Click on the desired Application and it will take you to a form for you to fill out based on what settings have been set and created for the specific type of Application.

Fill out the required information in the application and attach any documents as needed at the bottom of the form. The information needed will vary depending on the style the application was created. You can create different applications for different loan types with needed information and documents.

Submit the application and the loan has now been created. You can search for the loan via the search bar on the left hand side. Enter the name or ID on the loan and it will appear in the search results. The information entered on the application will appear already filled in on the loan details.

From here, you can edit or change any information on the loan to match the needs of the customer or company. Once you are satisfied, save any changes made.

Through the Customer Website

If your company has a Customer Website set up through LoanPro, customers will be able to create a loan through an application. This method is very similar to filling the application through the LoanPro user interface, but this is how customers will submit Application Loans from their end.

Note: This article will showcase a simple customer website. For more information on this topic, visit the Customer Website article.

Your customers will have normal access to the Customer Website via your provided web address. But to access the Customer Website through LoanPro, simply sign into LoanPro and select your company. From there, click the drop-down menu from your name in the top right corner and select 'Customer Website'.

From the Customer Website, click the Application option and a drop down menu will appear with the types of Application Loans available to fill out. Select on of the options to bring up the Application Form.

The Application Form will open for the customer to now fill out. Notice that it is the exact same form as if it were filled out from the LoanPro user interface. Have the customer fill out all the required information, attach any necessary documents, or add a payment profile.

Once the form has been submitted, you can find the filled form inside of LoanPro. You can search for the loan via the search bar on the left hand side. Enter the name or ID on the loan and it will appear in the search results. The information entered on the application will appear already filled in on the loan details. You can change or add any more details to the loan from here.


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