Loan Apps > Linking to Your Loan App
     
 

Linking to Your Loan App

 
     

Some mortgage brokers prefer to help their clients start a loan application on their site. If you'd like to do this, you can e-mail them a link directly to your loan application. To do so...

  1. Create a new e-mail to your borrower/prospect in your favorite e-mail program.
  2. In the e-mail type a link to your website of http://www.whateveryourwebaddressis.com/loanapplication. If you'd also like to assign the application to a specific loan officer via the link you e-mail, you can include the LO's name in the web address you send. To include the LO, the link would be http://www.whateveryourwebaddressis.com/loanapplication?lo=FirstName+LastName.

         
      Note: Be sure to replace whateveryourwebaddressis.com with your website address and the FirstName and LastName placeholders above with the first and last name of the LO in your site.  
         

  3. E-mail the link to your borrower. Once the borrower clicks the link, he/she will go straight to your loan application and if you've included the LO, the LO assignment will take place automatically.


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