Send an Application to a Prospective Client
The Contacts Page gives you the ability to add prospective clients and send application invites to them. In order to do so, please take the steps outlined below.
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Add the prospective client as a contact by taking the steps outlined here
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Once the contact has been added, you may send the client an application to start an account.
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This will pre-populate the information from their contact into the application
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To send the application, Click Menu in the top left corner > Contacts
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Click the i info icon to the left of the prospective client
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Click the Send Application Invitepaper icon in the top right corner of the page
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Select either Fully or Semi Electronic Application and proceed with the application.