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Lodging Applications and Documentation

Lodging Applications and Documentation

Owned by Matthew Garrett
Last updated: Mar 23, 2017


     

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TFS User Guide - Table of Contents

Documentation Disclaimer



         

SmartLodge

The Finance Shop SmartLodge is used to electronically lodge finance applications direct to lenders. SmartLodge assists in uploading applications to financial institutions.


 Opening SmartLodge - Click here to expand...
  • From the File menu, select SmartLodge.
  • Click the SmartLodge toolbar icon ( ).
 Emailing a Quote - Click here to expand...
  1. Open SmartLodge by one of the previously described methods. The Welcome step is displayed.
  2. Click Next. The SmartLodge Tool step is displayed.
  3. Select Email Quote(s).
  4. Click Next. The Select Quotes step is displayed.
  5. Select the required quotes.
  6. Click Next. The Select Report Content step is displayed.
  7. Select the required quote content.
  8. Click Next. The Attach Client Files step is displayed.
  9. If there are any client related files that are relevant to the application, add them to the Files list by using the Add/Remove buttons (/).
  10. Click Next. The Attach Application Files step is displayed.
  11. If there are any application related files that are relevant to the application, add them to the Files list by using the Add/Remove buttons (/).
  12. Click Next. The Select Email Recipients step is displayed.
  13. Select the quote recipients.
  14. Click the To->, CC->, or BCC-> buttons to add the recipients to an email.
    OR
    Double-click a recipient and they will be added to the To-> list.
  15. Click Next. The Select Email Template step is displayed.

  16. Select an email template from the Name list.

    The default template will have a blank subject and message body. Email templates are setup through the TFS Administration Tool.

  17. Click Next. The Finance Shop will launch a new email in your default email program. The new message will include PDF report attachments and linked files along with an email subject heading and message body that is populated as dictated by the email template used.
  18. Click the Send button on the email. The Other Actions step is displayed.
  19. Click Finish.

 Lodging and Email Application - Click here to expand...
  1. Open SmartLodge by one of the previously described methods. The Welcome step is displayed.
  2. Click Next. The SmartLodge Tool step is displayed.
  3. Select Lodge via Email.
  4. Click Next. The Select Reports step is displayed.
  5. Select the required reports.
  6. Click Next. The Attach Client Files step is displayed.
  7. If there are any client related files that are relevant to the application, add them to the Files list by using the Add/Remove buttons
  8. Click Next. The Attach Application Files step is displayed.
  9. If there are any application related files that are relevant to the application, add them to the Files list by using the Add/Remove buttons (/).
  10. Click Next. The Select Email Recipients step is displayed.
  11. Select the recipients.
  12. Click the To->, CC->, or BCC-> buttons to add the recipients to an email.
    OR
    Double-click a recipient and they will be added to the To-> list.
  13. Click Next. The Select Email Template step is displayed.
  14. Select an email template from the Name list.


    The default template will have a blank subject and message body. Email templates are setup through the TFS Administration Tool.

  15. Click Next. The Finance Shop will launch a new email in your default email program. The new message will include PDF report attachments and linked files along with an email subject heading and message body that is populated as dictated by the email template used.
  16. Click the Send button on the email. The Other Actions step is displayed.
  17. Tick the Update the Work Flow checkbox, if required.
  18. Enter the Application Approval Ordered date (the default is today's date).
  19. Click Finish.