Send an Opportunity to ApplyOnline from Mercury

As a rule, all ApplyOnline applications should start as a Mercury Opportunity and be pushed across to Apply Online.

Send an Opportunity to ApplyOnline

Once you have completed your Opportunity you will be able to send it to ApplOnline to complete the rest of the application. Refer to: Creating a new Opportunity article to learn more.

1. Once you have completed your Opportunity, click on Start ApplyOnline Application.  

Note: You will only be able to select Start ApplyOnline Application if you have first chosen an applicable lender. 

Edit an Application in ApplyOnline

After you have submitted an application you will be able to editi it in ApplyOnline. 

1. Open the Opportunity and click on Edit in ApplyOnline

This will launch the ApplyOnline Application that will contain the Mercury Opportunity data. 

Note that not all fields copy across to ApplyOnline, see: Wiki Article

Learn how to Edit an ApplyOnline Application after it has been submitted

To learn how to Transfer data from an ApplyOnline Application back to a Mercury Opportunity