Overview of ApplyOnline®
Supporting Documents Service
Connective
SUPPORTING DOCUMENTS
SERVICE
The ApplyOnline Supporting Documents service is a new feature
that identifies supporting document requirements for each loan
application.
Based on the information entered in the application and the lender
selected, the rules engine creates a dynamic checklist detailing
the exact documents required for the specific loan.
It's an easy 3 step process, totally independent of lodgement of the
loan application data.
1. Attach the supporting documents
2. File them against each condition; and
3. Send them through to the lender.
Simple & fast
HOW SUPPORTING DOCS WORKS
WITH THE LOAN PROCESS
1. Submit loan
application
• Submit the loan as normal.
• No changes to existing loan
submission process
2. Upload
supporting docs
and submit to
the lender
• Once all the required
documents are uploaded and
you have satisfied all
conditions, submit to the lender
in one package
3. Add any
“other”
documents
Loan submission does not change. Supporting
Documents is a standalone process.
• If the lender requires
another document,
simply upload to the
“Additional Supporting
Docs” section and
submit to the lender
FEATURES
• Dynamic supporting document checklist shows what documents you
need.
• Ability to attach documents directly to the loan application
• Drag & drop from your local hard drive or
• Upload documents via email (connective@applyonlinedocs.com).
Include the Application ID in the Subject line.
• File/Store all documents with the loan application
• Validate the documents meet lender policy requirements
• All supporting documents for the loan application are sent to the lender
in one package
• Ability to split documents and only attach relevant supporting pages
• Users can remove (redact) tax file numbers within documents.
BENEFITS
• Does not hold up the lodgement of the loan application data.
• Provides clarity of lender policy requirements at POS
• Efficient filing method, improving office administration and record
keeping increasing through-put of admin staff
• Ensures transmission of documents (i.e no size limitations or
dropping out of transmission)
• Radically reduce requests for more information and reworks
• Improve turnaround time for formal approval
• Improve management of customer expectations
• Increase borrower conversion
• Helps enable a paperless office.
SUPPORTING DOCUMENTS
SERVICE
Dynamic checklist of supporting docs required
ATTACH DOCS BY EMAIL OR SIMPLE DRAG &
DROP
Attach supporting documents
PDF SPLITTING, EDITING & FILING FUNCTION
Split, edit & file documents online
TAX FILE NUMBER (TFN) REDACTION
OCR technology to identify & redact sensitive info
UPDATED DOCUMENT STATUS
WITH EXCEPTION CAPABILITY
File supporting documents
DYNAMIC CHECKLIST COMPLETE, READY TO
SEND
File docs against each condition & send to lender
FREQUENTLY ASKED QUESTIONS
Q: Do I need to wait for all Supporting documents before I submit the loan application.
A: No. You submit as per your current process.
Q: Do I have to upload all the required supporting docs before I submit documents to the lender?
A: Yes. Once you have uploaded all the required documents you can then submit the entire supporting documents package to the lender.
You can however come back later and add additional documents should they be required.
Q: Which lenders have the Supporting Documents service available?
A: Westpac, St George, Bank of Melbourne and Bank SA now utilise this service. Other lenders will be progressively rolling out over the
coming months.
Q: If I want to email the documents, what email address do I use and what do I need in the subject?
A: connective@applyonlinedocs.com. Simply put the Application ID number in the subject.
Q: Can I submit additional documents after I have sent the Supporting Documents package through?
A: Yes. At any time you can go back to the Supporting Documents tab and add additional documents under the “Additional Supporting
Documents” condition.
Q: How do I use Supporting Documents service if the lender has given me an exception to one document requirement?
A: You can utilise the “Exception” option which is available for each document requirement.
Q: Do I need any software upgrades to use this service?
A: No. You simply need to be using Explorer 8 (or above), Firefox, Chrome or Safari as your browser.
Q: Is there training I can do to get a better understanding of the new Supporting Documents service?
A: Yes. Just click the ‘Need help?’ link at the top of the supporting documents screen. You will find a library of ‘how to’ videos that will take
you step by step through the process.
PLEASE CONTACT YOUR BROKER
GROUP FOR MORE INFORMATION
The information in this document is confidential as defined in your NextGen.Net Application License Agreement.