How to send a client portal request to your applicant

Go to the top left of Lend and head to the blue 'Create' button > select 'Commercial Lead'. You'll need to enter in some information about the type of loan, term & contact information for the client.

Once you've entered in the information here, go to the top right to Lead Actions > Ask Applicant

Now select the type of information you'd like the client to complete / upload. For this example, I've selected the Loan Details, Business Details, 12 months of Bank Statements & Drivers License Front & Back to be uploaded to this specific application.

This can be sent out via Email, SMS (if you've signed up to Kudosity) or both.