Working.pptx

Working with Accion’s

Online Loan Application

Learning OutcomesAt the end of this session:

• Users will be able to enter information and successfully submit a loan application.

• Users will be able to troubleshoot any issues an applicant will run into as they complete and submit loan applications

• Accion Lending staff will

System Compatibility

The Online Loan Application will run successfully with the following browsers:

– IE 8– Firefox– Chrome– Safari

Welcome Page

• First time users should click on the Start Here link. From here, they will be taken to

the prequalification screen.• Returning users must enter their username and password, and then click the Sign In

button.• Note: After 30 days, the user will not be able to access their incomplete application

and will be required to create a new application.

Returning Users

First Time Users

Retrieve Unsubmitted Applications

• By creating a user id and password users will be able to retrieve their incomplete/unsubmitted online application for up to 30 days.

• After 30 days they will need to start a new online application.

• Applications are not reviewed until the Submit button is clicked at the end of the application.

• If an applicant cannot remember their password, they’ll be prompted by the system to provide their email address. An email message with a link to reset their password will be sent to the user.

Request Username or Password

User clicks on field “forgot username/password”

Select “username” or “password” field.

Request Username or Password

• Depending on the screen, type in your email address or username in the appropriate field.

• Click Submit

Contact Information Screen

• Information gathered on this page creates a “Lead” file in

CRM when applicant clicks on “submit” button.

Time out Messages

Loan Prequalification Screen

• If a user selects YES in any field, a message will appear letting the applicant know that they do not qualify for a loan at this time

• Applicant will be directed to our online support quiz and/or Accion’s Business Center.

Change to Password Requirements

• Minimum requirements when setting up a password:

– 1 Capital Letter

– 1 Lower case letter

– 1 Number

• Special Character is no longer required

Johnsmith1

Required Fields

“*” denotes a required field. The system will not let the

applicant proceed to the next screen if all required fields are

not completed.

Any field with more than two choices is listed in a drop-down

menu.

Troubleshooting

• Place FAQs here