It is possible to clone an Apply Online application if you have entered data into the application within Apply Online, but now want to submit it to a different Lender or need to make an alteration to an existing application that is not able to edited after submission.
When cloning an application in Apply Online, please be sure to complete all steps, paying particular attention to the last step, "Linking a Cloned Application to a Mercury Opportunity" at the bottom of the page
How to Clone an Apply Online Loan Application
There are two ways you can do this:
Clone the Loan Application - do this if you have already entered details into the Loan Application.
Removing the MER number inside the Opportunity - do this if you want to start a new application with a different lender.
When a user clones an application it DOES NOT save the Broker details. This prevents users from accidentally submitting deals on behalf of other Brokers. However, this also means that if admin staff clone an application they will need to re-enter the broker details, and triple check that they have entered the correct broker code.
Apply Online sometimes cache old broker codes entered by admin staff, so it is extremely important that Brokers who have admin staff who draft loans in Apply Online for more than one loan writer are vigilant about checking that their Broker code is correct. Brokers should ensure they review the information entered into Apply Online while in draft status and that they (the Broker) hits the SUBMIT button.
Method 1: Clone the Loan Application
1. Click the Actions link located top-right of the page and then click on Clone
2. Select a reason, enter comments if required, and select the Lender
3. Click Clone application to create the clone.
4. Your new application will have a new ApplyOnline ID
NextGen offers free training to users. Register via their website.
Method 2: Removing the Apply Online ID (MER-) number inside the Opportunity
If you need to change the lender for an existing submission, or if you've added more details to your Opportunity, then you will need to create a new Apply Online application.
Remove the Apply Online ID number in your opportunity within Mercury
Open the opportunity
Remove the value in the Apply Online ID field
Then click Submit to Apply Online to create a new MER- number
Linking a Cloned Application to an Opportunity in Mercury
You can link cloned applications to an Opportunity by finding the Apply Online ID, and pasting it into the Apply Online ID field within the Opportunity.
If the application was created in ApplyOnline to begin with, or is a clone, you will notice the Application ID starts with 7***** or a 1*****
Once you have linked the cloned Apply Online ID into the Opportunity, the original Apply Online ID can be found in the Lodgements section.
Your Clone ID will never appear in the Lodgements section as it was generated directly in Apply Online.
