Sarah Chen
Once you've shared a proposal and your client has decided on a package, the next step is submitting the application to the bank. Here's how to do it in just a few taps using ACCESS by Cashew.
The easiest route is to let us handle it. Tap Refer to Cashew, add your client's contact details, and confirm. Cashew will take it from there. One of our advisors will reach out to your client directly to guide them through the rest of the process, and we'll keep you in the loop the whole way through.
**Image 1: **Select Refer to Cashew, enter the client's contact details, then select next.
Let's say you've discussed the options through the 'package explorer' with your client and you know which package they want to go with. Simply click ‘Submit Application’, select the bank , review that all your client's details are correct, and hit submit.
From there, Cashew will get in touch with you to share the banker's contact details. The banker will reach out to your client directly, take it from there, and if all goes well, the loan gets approved and you receive your commission.
**Image 2: **Select Submit Application, choose the bank package, review your client's details, then click Submit Application.
Sometimes cases are more complicated, - maybe there's a rejection or an issue with the application when you have submitted to the bank directly. In this case, you can request assistance from one of our advisors directly in the app. Just click the support option, confirm the request, and an advisor will get in touch with you to help figure out the next steps and get your client their mortgage.
**Image 3: **Click Request Cashew Support, then confirm.
The bank submission process can often be the most tedious part of a mortgage referral. ACCESS by Cashew makes it simple - submit in a few clicks, and let Cashew handle the coordination. And if anything goes wrong, you're never on your own.
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