Change My Borrower's Application Access


The Apply Now settings allow for you to make various configuration changes to your loan application and loan application settings.


Among these settings, you'll have access to change whether you want your borrowers to have access to the application via an emailed verification link or by creating an account.


How to Set Up

From your active loan pipeline, navigate to Settings > Apply Now:






Scroll down to Apply Now General Settings and select the option to Edit Apply Now General Settings:






Select if you'd prefer your borrowers to access Apply Now by creating an account or through an emailed verification link. Make sure you scroll down and select Save to confirm the change:






If borrowers will be required to create an account, they will enter their email address and create a password to proceed to the loan application.


If borrowers will be required to access via an emailed link, they will receive an email when starting a loan application, and will need to click on the link in the email to establish their credentials before proceeding to complete the loan application.

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