Occasionally, it might be necessary to re-send a document request through FinanceVault. Perhaps you need to change the name of the applicant, fix a typo, change the email address, or help a client who can't find the original message. In this article, you learn two ways to quickly re-send a document request: send a portal link or re-publish the document request from the portal.
Contents
Prerequisites
Video walkthrough
Sending a FinanceVault Invite Link Only
What the applicant sees
Re-publishing a request
Related articles
Prerequisites
None.
Video walkthrough
Sending a FinanceVault Invite Link Only
The first option is to copy and paste the unique invite link for the client into an email and sending it through to the client. This option works well if you want to send a message to the applicant from your own email service (e.g. Outlook, Gmail).
Open the lead or deal card you would like to re-send the request on
Click the Share Icon on the FinanceVault widget. The Manage Access popup displays.
In the popup window, click Copy Invite Link to copy a URL that opens the applicant's client-side portal. Paste the URL into an email and send to the applicant/s.
What the applicant sees
The applicant opens your email and clicks the URL link to the BrokerEngine portal. After logging in, the applicant sees the Doc Request page and the current document requests.
Re-publishing a request
The second option is to re-publish a document request from the BrokerEngine portal. The workflow is quite simple: remove one document category from the original document request, add the same request type back in, and then Review Request and Publish to Send to Client.
Open a board.
Locate the applicant's card and double-click the name.
Optionally, click the pencil icon to update applicant details.
Click the green GO TO PORTAL button.
Locate the document request and confirm the applicant has not uploaded any documents. Check the box next to the request name and then click the trash icon to delete the original request.
To confirm no attachments have been uploaded, click the document request name. A new side panel displays. Check the field for attachments filenames. Click X to close the panel.
After deleting one of the request templates, go to the TEMPLATES panel and add the same template to the DOCUMENT REQUEST page.
Click Review Request and then click the PUBLISH & SEND TO THE CLIENT button. BrokerEngine emails the new request to the applicant.
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Configure Additional FinanceVault Settings
FinanceVault -Client Information Privacy
Add a Co-Applicant to an Existing Document Request