Abandon Applications
Advisors and Brokers can submit a request to abandon (delete) a pending application.
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If an application is abandoned, the application will no longer appear on the 'Contacts' page. View abandoned applications by selecting Filter > Status > Abandoned.
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Only applicable pending applications
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Under the Configuration section on the right hand side of the client contact page, select the
icon next to Abandon Application. -
Confirm your option by selecting Yes.
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Requests are processed immediately.