HOW TO SHARE SNAPP APP WITH BORROWERS AND PARTNERS

SHARING APP

From your SNapp Dashboard find the “Share” link. Once inside the share app flow, the first screen that will show will be a selection screen where you are able to select who you want to share the app with.

SHARE APP FLOW FOR BORROWER

If you selected borrower from the previous screen, you will be directed to the Invite a New Borrower screen and presented with the options to Create a New Prospect or Just Share the Link.

Create a New Prospect

Here you can enter the Prospect’s information.  If you are sharing a co-branded app with a Partner, you will be able to select the Partner as part of the Prospect completion process.  Once complete, you can send the invite and will receive a confirmation that it has been sent.

Just Share the Link

You can copy your branded link or download a QR code. You can also include a partner if wanting to share a cobranded link.

Sharing App for a Loan Officer

For Team Members that have multiple LO’s assigned to them, the first step will be for the team member to select which LO they are sharing for.

SHARE APP FLOW FOR PARTNER

If you selected Partner from the previous screen, you will be directed to the Invite a New Partner screen and presented with the options to Create a New Partner or Just Share the Link.

Create a New Partner

Here you can enter the Partners information.  Once complete, you can send the invite and your partner will receive a confirmation that it has been sent.

Just Share the Link

You can copy your branded link or download a QR code.

If you select the “Set up partner’s profile,” you will be directed to the partner profile setup page where you will be able to add picture, logo and quick links.  Once completed, you can send the invite and receive confirmation that the invite was sent.

Marketing can also add and setup partners for you by submitting a Partner Platform request.