In order to proceed to Apply Online there are a few mandatory requirements, that need to be filled in Broker Tools of the deal, outlined below:

a) Select a product in the 'Search Loan Products' tab and then select the product as preferred in the 'Compare Loan Products' tab.
(how to use the search product tab)

b) All mandatory requirements in the 'Needs and Objectives' tab must be completed

Note: To be able to send referrals, users are required to setup referrer details beforehand, under the 'Diversification' tab in Settings for their account .
(how to setup and use Diversification opportunities feature)

c) 'Product requirements' tab must be completed as a part of BID

d) Recommended product must be selected in the 'Compare products' tab

e) Commission group must be selected in the 'Commissions' tab

f) In the 'Compliance Comments and Documents' tab make sure to fill out the 'Broker Comments' section in the tab along with the 'Risk benefit statements' (at least one field must be selected), 'Broker Disclosure', 'Conflict of Interest Disclosure' and 'Product Suitability' sections at the bottom of the 'Compliance Comments and Documents' tab as well.

g) Print out the compliance documents, if you haven't already, from broker tools or  through deal view and make sure all mandatory document labels are in place.

h) Check your deal summary and move on to the 'Lodgment' tab located at the bottom of the broker tools. Click on the offered gateway button or select gateway if there are multiple options.

After the last step a new application will be created in your gateway and you can click on 'Open Application' to view the deal in the selected gateway.

If you encounter any error that cannot be solved through following help-desk articles: 'Review Loan Products Amount Error' or 'Broker Tools are Greyed Out' or 'Compliance Documents Error' please contact our chat support who will gladly assist you, with your inquiry.

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