Action | What it does | Where to find it |
Continue | Reopens a saved application where you left it | Select the application in the Applications list |
Clone | Copies the application into a new one | Row action in the Applications list |
Archive | Moves it out of the active list. Nothing is deleted | Row action in the Applications list |
Un-archive | Moves it back into the active list | Row action in the Archived view |
Transfer ownership | Hands the application to another user, who becomes responsible for it | Inside the application |
Clone an application
Useful when the same customer applies again, or the deal structure repeats.
Go to the Applications tab.
Find the application in the list.
Select Clone.
Review the copied details.
Update anything that's changed.
Select Save.
The copy opens as a new application with its own ID.
Tip - Cloning works on assets inside an application too - see Search for an asset by VIN, rego or BIN.
Archive an application
Go to the Applications tab.
Find the application in the list.
Select Archive.
Confirm if prompted.
It moves to the Archived view. Nothing is deleted.
Un-archive an application
Go to the Applications tab.
Switch the Active / Archived toggle to Archived.
Find the application.
Select Un-archive.
It moves back to the Active list.
What you can edit, and when
While an application is a draft, every field is editable. Once it's been submitted to a lender some fields lock, and changes from that point go through the lender directly - see What happens after submission.
Not sure whether a field is still editable? Get help and support