Client Consent & Application Source
When an application is submitted by a client through a Scarlett Mortgage online application, consent is automatically logged to the deal. There may be times when you need to verify the consent status of your applicant, and this guide will teach you how to do that.
If you note that there is no consent the file, the logical next question is "why not" so this guide also goes through identifying the Application Source.
Related Training
Setting Up Your Mortgage Application
Deal Consent
1) Open the deal and click "Edit" to access Applicant details.
2) Scroll to the "Communication Consent" section. Check to see if the applicant is opted into consent.
3) To make edits to the consent on a deal, click "Manage"
4) This will bring up the Communication Consent box for the file, where you can opt the client(s) in or out of email or phone consent.
Application Source
To find out how a deal came into your dashboard, follow these steps:
1) Within the deal, click on "History"
2) Go to the first entry. Click "Details"
3) This will tell you how the application began.
Possible options are:
Name | Meaning |
Source Application | Deal was copied from another deal. The deal it was copied from is listed in the Current Value box. |
Link | Application came in from an online link. The name of the application link is listed in the Current Value box. The list of your Application Link names can be seen in your Mortgage Module Settings.
|
Update Action | This means the application was started manually, using the New button.
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