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The Finance Shop allows you to electronically submit your applications to Driveonline and Macquarie.
You must have a current Annual Support and Maintenance agreement with Insula to be able to lodge applications electronically.
In 2018 Westpac approached us to add Capital to the lodgement capabilities. This was added in version 12.
In 2019 Macquarie approached us to link to their new Apigee system.
When you select Smartlodge you have the following options.
For more information on submitting to the Macquarie Apigee system read this article.
If you want to send the application reports to a non-electronic lender you can use the Lodge via Email option.You may wish to create an email template for this. When you choose this option you will see the following screen;
Choose the reports that wish to be included and click Next. In the following screen you can choose any files that you have stored in the linked files folder for the client.
In the following screen you can choose who you wish to send the information to.
The relevant reports will then be produced and you wil be presented with an email with all of the reports attached;
A client comment is made;
