How to create ask applicant presets

Ask applicant presets were created so that brokers can more efficiently send the client portal requests out to their clients. You can only have one active preset per product type, once created this preset will automatically be applied to every ask applicant request for its corresponding product type. Please see the steps below:

1. Select Manage in the bottom left corner and from the pop-up select preferences

1. Once you are in this page you can then create a new preset in which you can assign a label and assign the corresponding product type in which you would like this ask applicant preset applied to. You will be able to select what parts of the application you would like your client to complete.

Once this has been set & saved, you will notice that when you create a new deal with that corresponding product type & go to the ask applicant section, this preset will be applied to your ask applicant request.