What is FinanceVault Application Status Tracking?
The Application Status Tracking feature allows you to show your clients the stages of their Home Loan application.
This video will explain how Status Tracking works
How to set up your FinanceVault Application Status Tracking
Step 1: Contact Us
Please contact us by sending an email to support@brokerengine.com.au requesting to turn on the application status tracking feature.
Step 2: Enable Status Tracking
Go to Settings, click on FinanceVault and tick the Enable Status Tracking.
Hitting the preview button will show you the client view of the Application Status
Tracking. Please note that preview will be empty unless you have set your board and stages(please refer to step 3).
Step 3: Set up your Board and Stages
In Settings, select Workflow and click on Board and Stages. Select a board and you will see that there are new fields for FinanceVault.
Boards Details
FinanceVault Visibility - You have now the option to show, hide, or conditionally hide that board. By default, all boards are hidden.
Always shown - Clients will always see this board in FinanceVault.
Only shown if application moves into the board - Clients will see this board in FinanceVault if their application moves into it. The board remains hidden from everyone else.
Hide all other boards - When selected, only this board will be visible in Financevault Status Tracking when the application is on this board. Any other boards/stages that would otherwise be shown are hidden
Always Hidden - Clients will never see this board.
FinanceVault Description - You can customize the Board name shown to your clients
Stages details
You have to set up all the stages you have on the board. Select which stage to show, conditionally show, or not to show.Set a different Stage Name in FinanceVault - Stage FinanceVault Name - You can customize the Stage name shown to your clients
FinanceVault Visibility - Same with what we have in Board details, you have the option of which stages to show.
Always shown
Only shown if application moves into the board
Always hidden
Stage Image - We provided you with images you can use.
Stage FinaceVault Description - In here, you can explain further what your client expects when their application is at this stage.
Additional Options
Set a different name for Status Tracking in FinanceVault - You can change the “Status Tracking” name. This will show on the sidebar menu and header.
Set a different name for Documents in FinanceVault - Same with number 1, you can set/change the “Doc Request” name.
Enable Due Dates in FinanceVault - FinanceVault will show due dates for Finance Dates, Settlement Dates, and Stage Due Dates.
*** The due days text color will follow the color of due days in BE (Green, Amber, and Red) ***