NewLine Loan Integration

Submit Loan Application

Use of the NewLine Loan integration begins by logging in to the CRM and going to the “Contact” tab. From here, either create a new contact or search for an existing user by entering the User’s ID in the Search field at the top left of the screen. Once you select the contact, click on the “Loans” tab. You should see “New Line Loan” and a “Submit Pre-Approval Application” button next to it (see below).

Once you click the “Submit Pre-approval Application” button, a pop-up screen appears (see below).

Confirm that all information listed is accurate, and if you wish to submit co-borrower information click the checkbox at the bottom left of the page. At this stage, the user is requesting NewLine Loan to act on this request for pre-qualification. Once they have, the user will be notified and NewLine Loan will update the status to “Pre-Qualified”.

Criteria for Clients

A customer has to meet a certain set of criteria to submit from this page. The conditions used by NewLine Loan are summarized below:

• Six Consecutive Monthly Payments must have cleared

• All debts must have “settled” status within the CRM

• The loan state must be one of the following: `MA`, `MD`, `AL`, `AZ`, `AR`, `CA`, `DE`, `FL`, `ID`, `IN`, `KY`, `MI`, `MO`, `MT`, `NV`, `NJ`, `OK`, `PA`, `SD`, `TN`, `TX`, `UT`, `NY`, `IA`

• Borrower SSN number must be in ‘999-99-9999’ format

• The Start Date must not be empty

• When one of the above conditions is not met, display the error message “Cannot Submit: REASON”

  • The reason is tied to the condition not being met

If the client qualifies (i.e., all required conditions listed above were met), If accepted, the Loans Tab in the menu bar will reflect the application being reviewed (see below). the client will see an active green “Submit” button to submit their application.

The client will then see an active green “Submit” button to submit their application. The client also has the option to cancel the application by clicking the “Cancel” button at the bottom of the pop-up page. Initiate the final request by clicking the green “Submit” button.

NOTE: All debts need to be settled in the CRM before approval.

An error message is received if all debts are not settled. A notification will then appear at the bottom of the page, whether accepted or not. If not, the Loans tab within the Client Dashboard will reflect the denial (see below).

In addition, the submittal being accepted is recorded in the contact’s “History Tab” (see below).