Co-Branded Applications
This guide provides instructions on how to set up a co-branded mortgage application link for a referral partner. It includes navigating to the necessary settings, creating a new link, inputting relevant information, and previewing the application. Following these steps will help streamline the mortgage application process for referral partners.
Related Training
Setting up your Mortgage Application
Step-By-Step Guide
1) Click on "Mortgage Module Settings"
2) Click "Mortgage Application Settings"
3) Click "Create New Link"
4) Enter the link name. This will end up being part of the link URL. To save time, you can copy your part of the application from an existing application you have already set up.
5) Turn on the "Referral Source" toggle.
6) Confirm your information is correct in the "My Profile" tab.
7) Click on the "Referral Source" tab.
8) Enter the information about the person you are co-branding with,
9) Don't forget to upload their photo and company logo.
10) Click "Save" and go back to the Mortgage Applications Settings tab. At the bottom of this tab, click "Preview"
11) Preview your co-branded application and make any adjustments needed.
12) Copy the URL from your browser. This is the co-branded application link.
Scarlett Tips
You can track how many applications you get in from this co-branded link, to see how successful it is, from the Mortgage Application screen.