Embedded Files
Click on Applications on the top black Menu bar in EasyLodge®.
Filters
Filters
A List will be available and can be filtered by using the different filters listed on the left side of the page: Current Applications; My Applications; Incomplete applications.
The List will contain the Status; Assignee; Lender; Product; State; Applicant; Amount; Source; Company; Lodged and Updated applications.
You can also use the Applications List Search at the top of the page to Search specific applications.
When hovering the mouse over the different applications it will highlight each listing.
Use the buttons at the right bottom of the list to page by clicking on the Previous, Number or Next page buttons.
Custom Statuses
Custom Statuses
You will also find a list of statuses under the Applications but this list is different for everyone and depends on your own personal Custom Settings.
How to set your Custom Settings:
Archived
Archived
At the bottom of the page you will find the Archived, by clicking on this it will show the entire Archived listings from the first Application.
Open An Applications
Open An Applications
When clicking on an application in the list, the Decisioning page will open.
Decisioning
Decisioning
The Decisioning in the menu on the left will be open.
In the middle of the screen a small Information box will give a overview of information. It will list the products information that has been decitioned.
In the top green line the current status of the application will be visible.
Click on the preferred tab at the top right corner to see the: Application; Primary Application or other custom tabs.
The Credit Score will show the total sum of all the Rule's in the blue block in the right corner or in the credit score on the page.
Any items that highlight risk, failed some rules and need some attention will show as Priority Items.
The white lines with headings like Application or Bank Statements group different rules together.
At the top of the screen you will find a row of buttons.
Click on (a) Back to Application List to return to the Application List.
Click on the red (b) Redecision Application to redecision the Application. A screen will pop up that will ask: Are you sure? This will redecision the application and reset the status. Choose between Proceed or Cancel.
Click on the (c) Email Bank Statements and if the following sentence pop up it was successful: Bank Statements Link was sent successfully. Click the OK button.
Click on the (d) Change Status to see the Change Status screen. Click on the dropdown arrow to choose a status. Add a reason for changing the status and Save.
Click on the blue (e)Print button's drop-down arrow to print the Current Application that contain all the details; Application Suitability Log; Original Application; Notes or Verification Sheet.
Click on Current Application to open a PDF Mortgage (Commercial) Finance Application.
This Application contain: General Information; Broker Details; Finance Details; Application Details, Requirements and Objectives; Security Property details; Business details; Bank details; Income details. It also has information on Assets, Liabilities; The first (or more Applicants); Income; Expenses and Credit Enquiries.
This Current Application depend on the latest information.
Click on the Application Suitability Log to open a PDF Application Suitability Log - Mortgage (Commercial) Finance Application.
This Application contain: General Information; Broker Details; Finance Details; Application Details, Requirements and Objectives; Security Property details; Business details; Bank details; Income details. It also has information on Assets, Liabilities; The first (or more Applicants); Income; Expenses and Credit Enquiries.
It also contain: an Audit Trail with Decisioning Results and Final Assessment Summary After Verification & Further Enquiries.
Click on the Original Application to open a PDF Mortgage (Commercial) Finance Application.
This Application contain: General Information; Broker Details; Finance Details; Application Details, Requirements and Objectives; Security Property details; Business details; Bank details; Income details. It also has information on Assets, Liabilities; The first (or more Applicants); Income; Expenses and Credit Enquiries.
Click on the Notes to open a PDF Application for the Notes.
This Application contain a listing of all the notes with information on the Date and Time; User; IP the Note and Other Details.
Click on the Verification Sheet to open a PDF with information on the Application Receipt; References; Verify Identification; Bank Statements; Contract Offer Document; Accepted Contract; Documents Received; Settlement; Interviews.
Click on the (f)Original System Documents drop-down arrow to open a PDF Document of the different documents.
Click on the (g) SMS button to send a SMS notification.
Click on the drop-down arrow to select the required template and enter the To and Message information boxes to create the SMS notification.
Click on the (h) Email button to send an Email.
Click on the drop-down box to select the required template.
Enter the From; To; Subject and Message.
Verification Sheet
Verification Sheet
In the middle of the page you will find detailed information for the General, Broker Details, Finance Details and Application Details.
Note: For more information scroll down.
On the right side of the page you will find the Consumer Verification & Responsible Lending Checklist.
A Tick box will indicate if Actioned or N/A.
When creating a Note a information box will open. Type the Note and SAVE.
The Consumer Verification & Responsible Lending Checklist contain the following Information: Application Receipt; References; Verify; Identification; Bank Statements; Contract Offer Document; Accepted Contract; Documents Received; Settlement; Interviews and the Audit Trail.
IDS Property Valuation
IDS Property Valuation
The IDS Property Valuation page contains the Address and Property Detail information.
It also contains the Property Estimate Summary.
Click on the blue PDF AVM Report button in the right side of the page to open the file.
Supporting Documents
Supporting Documents
The Supporting Documents page contains a list of the documents.
By clicking on the file name you can open the document.
The list also contains a description; the time and date it were uploaded and the size.
You can edit the information by clicking on the edit icon on the right side.
Click on the green + Upload New Document button to upload new documents.
Notes
Notes
The Notes page contains a list of notes: Note Number; Created at; User; Note and IP address.
By clicking on the note number on the left side of the page you can open the Note Details.
Click on the + Create New Note to create a new Note.
Enter a message in the information box.
Click on the green Create Note button to create the note.
Emails and Messages
Emails and Messages
On this page you will find a list of Messages with the: Created At; From; To; Subject; Body and Attachment's information.
The yellow bell alert will indicate the amount of Emails and Messages.
Click on the green +Send an Email to create and send emails.
Click on the drop down arrow to select a Template.
Enter the the remaining information and send.
Click to open the SMS tab.
On this tab you will find a list of SMS's with the: Type; Sent At; Sender; To and Body information.
Funding EasyTrack
Funding EasyTrack
At the top of the Funding EasyTrack page you will find the Easyfund Funds Disbursement page. This page can vary.
Click on the blue Download ABA file to open the file.
Another example of the EasyFund Funds Disbursement page.
Add more disbursements by clicking on the + Disbursement button.
This screen displays the Parameter details.
This screen displays the Variables details.
This screen displays the Fees details.
Click on the green View in EasyTrack® button to open in EasyTrack®.
On the right side of the page you will find the status messages about funding in this application.
Click on the Upload Document button in the Menu to Upload any Supporting Documents.
Enter your Name, Description and Attach a file.
Click on the Upload button, to Upload the file.
Introducer Details
Introducer Details
The Introducer details: Name, Company name, Phone number and Email address(click on email to send email).
Assigned To
Assigned To
Click on the drop-down arrow to select the assigned person.
Comments
Comments
The comments will be displayed here.
Bank Documents
Bank Documents
The Bank Documents will be displayed here.
Supporting Documents
Supporting Documents
Documents that were uploaded on the Funding EasyTrack® page will be displayed here.
System Documents
System Documents
Click on the document of choice to open a PDF file document.
Tick the tick-box to Prevent Email Notifications.
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