Use this guide to submit an application to LoanApp from Mercury, access existing lodgements, and understand what you can and cannot manage within the Opportunity record.
Submit an application to LoanApp
You can access LoanApp directly from the Opportunity record in Mercury.
Create and prepare your Opportunity
Before submitting:
Create your Opportunity record.
Select a LoanApp-supported lender.
Ensure all relevant client and loan data is entered.
Important: If you do not select either Full Doc or Low Doc in the Opportunity, you will be prompted to choose one before LoanApp opens.
Submit to LoanApp
To submit:
Open the Opportunity.
Click Submit to LoanApp.
LoanApp will open and automatically populate with data already entered in:
The Opportunity
Associated Contact records
Complete the remaining application details in LoanApp, then submit to the lender from within LoanApp.
For a detailed walkthrough of entering an application, see article.
Open an existing LoanApp lodgement
Once an Opportunity has been submitted to LoanApp, the Submit to LoanApp button changes to Edit in LoanApp.
To open an existing application:
Open the Opportunity.
Click Edit in LoanApp.
Select the relevant lodgement from the dropdown list.
View LoanApp lodgements in Mercury
You can view a summary of all LoanApp submissions linked to the Opportunity.
To access them:
Open the Opportunity.
Select the Lodgements tab in the sub-menu.
Double-click a lodgement in the grid to open it in LoanApp.
Clone or move a LoanApp application
LoanApp applications cannot be:
Cloned
Moved to another Opportunity
Linked across multiple Opportunities
If you need the application under a different Opportunity, you must start a new LoanApp submission from that record.
Delete or remove a LoanApp lodgement
You cannot delete or remove a LoanApp lodgement from an Opportunity record.
Unlock a LoanApp application
If an application is locked:
Contact the lender Business Development Manager (BDM) to request approval to unlock.
Once approved, raise a support ticket with LoanApp.
Provide the lender’s approval to LoanApp support for processing.
Note: Unlocking is actioned by LoanApp support after lender approval is confirmed.
Getting support
LoanApp includes in-app support.
To access it:
Open LoanApp.
Click the chat icon inside the application.
If you need help accessing LoanApp from Mercury, contact your Partnership Manager or email [email protected].
Need help?
If you need help submitting or accessing LoanApp applications in Mercury, contact your Partnership Manager or email [email protected].