Faxed Application Packets

Your online loan app is also useful for clients that prefer paper.  If a client contacts you through our lead capture tools or even on the phone, you can still use your online loan app manager to handle the transaction.   You still get all the benefits of the proactive status that keep the client comfortable with the process and save you time from answering repeated phone calls. 

In the main Loan Apps screen, there's an area for sending a faxed application packet on the left.  Just enter the basic client contact information and click Fax Packet.  Our fax servers then send out the documents you've specified. 

Our default packet includes a cover page and Form 1003, but you can add your own forms/documents and customize the cover page to meet the needs of your company.  You can even create your own. 

1. In the main Loan Apps screen click Configure in the Faxed Application Packet pane on the left
2. A list of documents we send along with the basic 1003 should appear.  There are two ways to add your own:
   • Click Upload if you have the document already scanned as an image, saved as a PDF or entered as an MS Word document.   (PDF's and scanned images work the best.)  Then, click Browse and find the file on your system, and then click Upload to copy it to your site.
   • If you want to type in your own document or form in our HTML editor, click Create and go from there.   This interface also supports copying and pasting from a word processor, so it may be a good idea to go this route if that's how your document is stored.  Once you've saved an HTML document, you can go back and edit it later by selecting it and then clicking Edit.
   • Click Add 1003 if you removed your 1003 and need to add it back into your faxed application packet at any later time.
     
     
3. Once you have multiple documents in your fax packet, you can use the Move Up and Move Down features to rearrange them.  If you remove a document, it is deleted permanently, so make sure you have a backup copy of it elsewhere.
4. The default Cover page notes document is naturally the cover page that goes with your fax.  You should definitely edit this page to personalize what you send to your client.
5. Once you're done setting up your fax packet, click Close.

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