How do I access Loanapp?

Access to Loanapp is found under the 'Lodge To' dropdown in the Opportunity menu.

First, create an Opportunity, then select the Lender.

Click on the 'Lodge To' button and Loanapp will appear if your chosen Lender is on the Loanapp panel.  

Click on the Loanapp option to trigger a pop-up window, allowing you to enter the application details, choose your advisor and launch the application into Loanapp.

Click OK, to launch your application.

Loanapp will open, auto-populating with any data you have entered into Mercury under the Opportunity or associated Contacts

Complete your application and submit it up to the Lender. 

For an in depth run through of entering an application into Loanapp view this article

Loanapp Summary screen in Mercury

To view a summary of your Loanapp applications under your Opportunity, click on 'Lodgements' in the left hand menu.

To re-launch back into Loanapp, double click on the application.