Module AOL01

ApplyOnline Masterclass

Work ApplyOnline with confidence: load an application from scratch, clear the red x's, and clone or edit for resubmission.

ApplyOnline is where a processor spends much of their day, and small habits there cost hours. This session builds real proficiency: loading an application from scratch, understanding how each section affects the Loan Summary, and resolving the errors that hold a submission up. It also covers uploading and verifying documents, and cloning or editing applications for resubmissions and additional applications.

What you will be able to do

  • Load an application into ApplyOnline from scratch
  • Understand how each section affects the Loan Summary
  • Diagnose servicing fails when the manual calculator passes
  • Upload and verify supporting documents
  • Clone and edit applications for resubmission

Format

  • One live session of two hours, on Zoom, camera on
  • A small group, so there is room for real questions on real files
  • 2 CPD points, recognised by MFAA and FBAA
  • A free re-sit for six months if you want to revisit it

Part of these tracks

This is a standalone module. It is not part of a course track, so take it on its own whenever you need it. See the full module library or the course tracks.