Setting up your Mortgage Application

In this guide, you will learn how to create a customized mortgage application. You can create as many mortgage applications as you would like, each with their own settings and profile information.

1) Click "Mortgage Module Settings"

2) Click "Mortgage Application Settings"

3) Make sure your name is in the dropdown and click "Create New Link"

4) Enter a unique name for the link address. You can also copy the profile from one of your existing profiles. Click "OK".

5) Toggle the application fields on and off so that you have the ones you want turned on.

6) Some fields you can set as Required if you don't want the applicant to be able to submit without that information provided.

7) Choose whether to have auto-doc requests happen during the application, after the application is submitted, or not at all.

8) If you want the application to come in complete with all documents, you can make the document collection during the application Required. If the applicant is missing a document, they will not be able to submit the application.

9) If you want your clients to receive an emailed document portal request after they submit the application, select After Application Submission.

10) A pop-up will appear, asking you to chose settings for the auto-doc email.

11) You can choose between "Generate single request for all applicant(s)", which sends one shared document portal to all applicants, or "Generate Separate request(s) per applicant", which sends separate document portals to each applicant.

12) You can have auto-doc requests go out to all applicants, or only the primary applicant group.

13) If you'd like to CC someone into all your auto-doc email requests, like an assistant, click "Cc" and enter their email address.

14) Enter the message to be included in the auto-doc request email. The document portal link will be inserted below what you type here.

15) If you'd like automatic reminders to go out to your clients for these documents, click "Reminder(s) Settings"

16) Toggle on the "Send notification emails". Enter the number of days after the original document request you'd like the reminders to go out on. The maximum is 14 days.

17) You can save this as your default settings for all document requests by clicking "Save as Default". This is optional.

18) Alternatively, click "Save" and these will be the settings for auto-doc request after application submission only.

19) Click "Save" on your Mortgage Application Settings tab.

20) Now set your profile information. Click "My Profile".

21) Enter your name, title & license number, if applicable.

22) Type an introduction. This can be about you, about the mortgage process, or whatever you want to appear to your client on your mortgage application home

page.

23) Enter your contact information, brokerage information, and social links.

24) To add a profile photo, click "Upload".

25) Drag and drop your image file, or click to search your computer for the file.

26) Adjust the zoom until you're happy with the preview. Click "Save"

27) Repeat this process to set your Brokerage Logo and Favicon. A favicon is the small logo that appears in the tab of the internet browser. Click "Save".

28) Click "Mortgage Application Settings"

29) Scroll down to the bottom and click "Preview"

30) Here you can see the information you have entered in your profile. You can go back and edit anything that isn't displaying quite how you wanted it to.

31) Remember to copy the URL on your preview page. This is the web address you can provide to clients so they can submit applications.

You can have more than one application link. You may want a second link that is co-branded with a referral partner, or an event you are sponsoring.

You may want multiple links that look the same, but can be tracked separately so you can embed one in your website, one in your email, and one on your social media. That will allow you to see where leads are converting from.