Application Page Updates—Multiple Linked Loans and Unlimited Security Property

This document outlines the process of navigating the latest updates to the home loan application page, particularly focusing on property details under the Loan Tab. These updates allow users to link multiple loans to a single security property and ensure seamless synchronisation with Connect 360.

🎥 Watch the demo video below to see these actions in use:

Step 1

To begin, you can access the application page for home loans under the Loan Application section.

Step 2

You will notice a new feature within the Property Details section that allows linking multiple loans to a single security property.

Step 3

You can add as many property details as needed. Once the lead has been settled, provide all required details under the Loan tab; this information will be available in the client retention tool.

Step 4

Currently, the Client Retention Tool displays only the first security property. Future updates will allow all added security properties to be visible, while the loan splits are already showing accurately.

Step 5

Thank you for reviewing the updates. Please feel free to provide any feedback or suggestions by reaching out at support@effi.com.au