There are various situations where you may need to clone your ApplyOnline (AOL) application, such as submitting it to a different lender or fixing an error on submission. This guide outlines methods to easily clone your application.
How to Clone an ApplyOnline (AOL) Application
Please note the following important information
Cloning an application does not save broker details to prevent accidental submissions under the wrong broker. Admin staff cloning an application must re-enter the broker details and ensure the correct broker code is used.
ApplyOnline (AOL) may cache outdated broker codes entered by admin staff. Brokers with admin staff drafting loans for multiple loan writers must carefully verify that the correct broker code is used. Brokers should review all details while the application is in draft status and personally press the SUBMIT button to ensure accuracy.
The Clone will be linked to the user account that ran the Clone and the email back channel notifications will be sent to this account. It is recommended that the Broker runs the clone.
There are two ways you can clone an ApplyOnline (AOL) application:
Method 1: Clone the application directly within ApplyOnline (AOL)
Click the Actions link located top-right of the page and then click on Clone
Select a Reason, enter comments (if required), select the Lender, and then click Clone application to create the new application
Your new application will have a new ApplyOnline ID
Method 2: Remove the ApplyOnline application number (MER number) inside the Opportunity within the Mercury CRM
To remove the ApplyOnline ID number in your opportunity within Mercury:
Open the opportunity in the Mercury CRM
Remove the value in the ApplyOnline ID field, located in the Details section
Click Submit to Apply Online to create a new ApplyOnline ID application number (also known as MER- number)
How do I Link a Cloned ApplyOnline (AOL) Application to an Opportunity in Mercury?
You can link a cloned ApplyOnline (AOL) application to an Opportunity record in Mercury by completing the following steps:
Locate the ApplyOnline ID within the application in ApplyOnline (AOL) and copy it
Navigate to the Details section within the Opportunity record in Mercury
Paste the ID into the ApplyOnline ID field
Note: Applications that were submitted to ApplyOnline from Mercury will have an ApplyOnline ID prefixed with MER-xxxxxx. Applications created directly within ApplyOnline itself (i.e. cloned applications) will generally start with a 7***** or a 1*****
How do I find the original ApplyOnline ID number in the Opportunity record in Mercury?
If you need to refer to the original ApplyOnline ID, this can be found in the Lodgements section of the Opportunity record in Mercury.
Note: The ApplyOnline ID of your cloned application will never appear in the Lodgements section as it was generated directly in ApplyOnline (AOL).
Note: If you did not make a note of the new ApplyOnline ID of the cloned application, simply click the Connective logo at the top-left of the screen in ApplyOnline. This will take you to the dashboard showing your recent ApplyOnline activity. You will see the cloned application number here.
Where can I get further training for ApplyOnline (AOL)?
If you would like further training on how to navigate and use ApplyOnline (AOL), NextGen offers free training to Connective brokers. You can register via their website https://nextgen.net/applyonlinewebinars/