Convert Your Scarlett Client Mortgage Application to 3.0

In this guide you will learn how to simply and easily convert your existing application to the upgraded Scarlett Client Mortgage Application 3.0. This is the fully redesigned, deeply enhanced Scarlett Online application. A brand new look and feel. A new way to configure, customize and streamline your client's journey. A new way to engage with them once the file is in progress. Whether that's document collection, communication or e-signing.

Introducing Scarlett Client Mortgage Application 3.0

Custom Questions in Scarlett Client Mortgage Application 3.0

Now that you have access to application 3.0, we've made it incredibly simple to get started. Simply go back to settings.

If you haven't created a 3.0 application yet, but already have an existing legacy application you've been using most, and which you've posted to your website and embedded to your email signature, you don't need to rebuild anything from scratch. Just click the link at the top of the page. It says click here.

Select the legacy application you want to convert, and it instantly becomes a 3.0 application.

From there, you can make any adjustments or enhancements, change settings, add new features, and set it as your default application. And here's the best part. You don't need to update your links. Whether it's your website, email footer, or social profile, all of your existing links will automatically redirect to the new 3.0 version. The transition is completely seamless.

And when your clients log into the new version, if they've completed an application with you before, they'll see their entire application history. All of this has been migrated and everything is connected. So there you have it. Scarlett client application 3.0. Think easy and remember, don't let your business run you, run your business.