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.

  1. Add the prospective client as a contact by taking the steps outlined here

  2. Once the contact has been added, you may send the client an application to start an account.

    • This will pre-populate the information from their contact into the application

  3. To send the application, Click Menu in the top left corner > Contacts

  4. Click the i info icon to the left of the prospective client

  5. Click the Send Application Invitepaper icon in the top right corner of the page

  6. Select either Fully or Semi Electronic Application and proceed with the application.