Loan application intake¶

An application that sits in a shared mailbox is an applicant talking to a competitor. This workflow creates the client the moment the form is submitted, gives each new application to the next adviser in turn, and tells the applicant exactly which documents to gather.

The Loan application intake workflow on the canvas: Application, then Create client, then Next adviser, then Assign adviser, then Send checklist, then Brief adviser

Before you start¶

A website application form that posts to BaseCloud
The advisers who share new applications

The workflow¶

Step	Task	Type	What it does
1	Application	Website Form	Starts when the application form is submitted
2	Create client	Create New client	Creates the client and contact, or reuses the client if the email address is already known
3	Next adviser	Round Robin Select	Picks the next adviser from the list, in turn
4	Assign adviser	Edit a Client	Makes that adviser the client’s responsible manager
5	Send checklist	Email	Emails the applicant the document checklist
6	Brief adviser	Workflow Note	Briefs the chosen adviser, with the amount and purpose from the form

About the variables

Values such as {{task_36413_…}} carry the number of the task they come from, so yours will differ. Do not type them: click into a field and pick the value from an earlier task.

1. Application¶

Task: Website Form. Starts when the application form is submitted.

This task has no settings to fill in.

2. Create client¶

Task: Create New client. Creates the client and contact, or reuses the client if the email address is already known.

Field	Set it to
Match Before Creating	Contact email = `{{task_36413_email}}`
Client Status	`New Lead`
Responsible Manager	Wendy Darling
Client Name	`{{task_36413_name}}`
Contact First Name	`{{task_36413_name}}`
Contact Email	`{{task_36413_email}}`
Contact Cell Number	`{{task_36413_phone}}`

3. Next adviser¶

Task: Round Robin Select. Picks the next adviser from the list, in turn.

Field	Set it to
List	Tinker Bell, John Darling, Tiger Lily

4. Assign adviser¶

Task: Edit a Client. Makes that adviser the client’s responsible manager.

Field	Set it to
Client	`{{task_36414_match_client_id}}`
Responsible Manager	`{{task_36415_response}}`

5. Send checklist¶

Task: Email. Emails the applicant the document checklist.

Field	Set it to
Outgoing Email User	Wendy Darling
Client	`{{task_36414_match_client_id}}`
To	`{{task_36413_email}}`
Subject	`Your application: what we need next`

Body

Hi {{task_36413_name}},

Thank you for your application. An adviser will call you within one working day.

To speed things up, please have ready:

Proof of identity

Your last three months of bank statements

Your latest payslip or financial statements

Kind regards,
The Neverland team

6. Brief adviser¶

Task: Workflow Note. Briefs the chosen adviser, with the amount and purpose from the form.

The Workflow Note task named Brief adviser, opened to its settings

Field	Set it to
Action	`Create Note`
Client ID	`{{task_36414_match_client_id}}`
Note Type	`Note`
Priority	`High`
Due Date	`Now`
Tag Users	`{{task_36415_response}}`

Message

New finance application.

Amount requested: ${{task_36413_amount}}
Purpose: {{task_36413_purpose}}

The document checklist has been emailed. Call within one working day.

Make it yours¶

Put your own advisers in the Next adviser list.
Add an If Statement on the requested amount to send large applications to a senior adviser.