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How to create prospect (short application)?

Last updated at March 14, 2018

There are many ways to access to short application form:
  • Click on “Add” button in Prospect page.
  • Click on “Apply” button in Quote result.
  • Click on “Loan Applications” on Navigation bar.
The main flow to create a prospect after user accessed to creating short application form will be as below:
Step 1: Choose the loan purpose with Refinance purpose or Purchase a house in "I want to buy a house" option Step 2: Asking for Co-borrower Step 3: Filled out the application tab by tab Step 4: Click button to submit after filling all required fields
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