How InstantAPPLY Works
InstantAPPLY uses live data to quickly collect client data and prepare submission-ready applications.
- Accessing InstantAPPLY
From the InstantAPPLY module in their left panel, brokers can:
• View existing applications
• Open a new application and copy a unique Client Connect Link to send to clients - Creating a New Application
• Click New Application → Name the application
• Search and select an existing client or create a new one
• Once created, the application appears in the dashboard
• No data is sent to the client until you share the link - Client Journey with Client Connect
When clients open the link:
• They accept your broker privacy policy, credit guide, and InstantAPPLY's terms
• They are guided through these steps:
✓ Enter applicant details
✓ Enter details for our credit report
✓ Upload Payslip
✓ Connect accounts via Open Banking
📺 For more details and a demo on how to use Instant Apply. Watch it here!
Need more help? Contact us at support@instantapply.com.au