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FinanceVault for Lodgement

  • Updated

 

Purpose

  • Step 1 in the 'Essential for Lodgement' flow is creating the lead/deal in BrokerEngine and sending your Credit Guide, Privacy Consent and Online Fact Find request so you can progress towards lodgement in ApplyOnline.

Who is this for

  • Brokers and support staff who create new leads and manage early‑stage client onboarding.

Prerequisites

 

In This Article

  1. Create New Lead
  2. Send Credit Guide, Privacy Consent & Online Fact Find (via FinanceVault)
  3. Results
  4. Tips & Good Practice
  5. Troubleshooting

 

Video Demonstation

 

Step-by-Step Guide

 

Step 1 — Create New Lead

  1. Click New (top right) and enter a clear Lead Name (e.g., Smith — Purchase).
  2. Set Broker of Deal to the correct adviser.
    Why? This determines which integration settings are used (e.g., ApplyOnline credentials, e‑signature, lender settings).
  3. Add Applicants:
    • Search first to avoid duplicates. If found, select the contact.
    • If not found, click Add New Applicant and enter the basic details (you can enrich later).
  4. Choose the initial Stage for the card to land in.
    • Commonly New Lead.
    • If you’ve already qualified the client, you may choose Collecting Documents.
  5. Select a Lender.
    • If undecided, keep Other (you can reassign later without issue).
  6. (Optional) Assign Deal Roles (e.g., Processor, Assistant) if certain team members will handle this deal.
  7. Click Add Lead.
    A lead card is created, and you’re taken to the Deal Details screen.

 

Step 2 — Send Credit Guide, Privacy Consent & Online Fact Find (via FinanceVault)

  1. At the top prompt, click Get started → Generate & send via Finance Vault.
  2. BrokerEngine will generate your Credit Guide and Privacy Consent.
  3. Build your request pack using your Document Stacks templates:
    • Add the Online Fact Find (choose the appropriate template, e.g., PAYG, Self‑Employed).
    • Use Request all, then remove any items not applicable to this client.
    • Reorder items to suit your preferred flow.
  4. Confirm your pack includes:
    • Credit Guide
    • Privacy Consent
    • Online Fact Find
    • Any other requested documents
  5. Click Review request → Publish & Send.

What the client sees

  • Each applicant receives a unique email with a secure portal link.
  • They complete 2‑factor authentication (2FA) to access the portal.
  • They’re shown Privacy Consent first and must agree to proceed.
  • They then complete the Fact Find and upload any requested documents.
  • You can preview their portal via Manage access → Preview.

 

Results

  • Your compliance and onboarding requests are sent immediately after lead creation.
  • Once returned, the Online Fact Find will populate ~90% of the data entry required for the next steps towards lodgement in ApplyOnline.

 

Tips & Good Practice 

  • Avoid duplicates: Always search for an applicant before adding a new contact.
  • Undecided lender? Selecting Other is best practice early on. Update later once the recommendation is confirmed.
  • Keep it light first: Enter only the minimum viable details at lead creation. You can enrich data after the Fact Find returns.
  • Template hygiene: Maintain Document Stacks so the right PAYG/Self‑Employed Fact Find variant is easy to pick.

 

Troubleshooting 

  • Client didn’t receive the email → Ask them to check spam/junk. Confirm their email address in the deal. Resend from Finance Vault.
  • 2FA issues → Clients can request a new code from the portal. Verify the email/phone on file if problems persist.
  • Wrong Broker of Deal selected → Update Broker of Deal in the Deal Details before pushing to ApplyOnline.
  • Missing templates → Your Document Stacks are fully configurable. See Finance Vault — Templates & Stacks for how to add/edit.

 

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