test drive

We have compiled a list of questions and answers that our customers find useful when needing assistance. Please contact us if you have a question that is not available below. You can email us at info@appprocessor.com or call us at (858)754-9035.

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1. Set up Consultants or sales team
  1. You can only do this if your are set up as an Administrator.
  2. From the top navigation choose "ACCOUNTS" arrow Scroll down to select arrow "Create a new account".
    Navigation should look like this:
    global navagation from the top.
  3. The Billing Contact details sheet opens up.
  4. Complete the information available.
  5. You must enter a Name and State as a minimum to go to the next page.
  6. Click Next arrow
  7. Fill in a User Name and Password
  8. Choose for Active Status arrow "Active"
  9. Choose Access Level arrow "Trusted (consultant)"
  10. Choose User Type arrow "Consultant"
  11. Consultant arrow Select "Consultant Name" you want to set up.
    "Please note, as of 1/29/2010 you have to contact us to add the consultant"
  12. Click on Finish
  13. Should look like this:
    Consultant's parameters
2. Set up Administrator

  1. You can only do this if your are set up as an Administrator.
  2. From the top navigation choose "ACCOUNTS" arrow Scroll down to select arrow "Create a new account".
    Navigation should look like this:
    global navagation from the top.
  3. The Billing Contact details sheet opens up.
  4. Complete the information available.
  5. You must enter a Name and State as a minimum to go to the next page.
  6. Click Next arrow
  7. Fill in a User Name and Password
  8. Choose for Active Status arrow " Active"
  9. Choose Access Level arrow "Administrator"
  10. Choose User Type arrow "Administrator"
    Should look like this:
    Administrator's parameters
  11. Click on Finish Watch a tutorial videoarrow

3. Set up Underwriter
  1. You can only do this if your are set up as an administrator
  2. From the top navigation choose "ACCOUNTS" arrow Scroll down to select arrow "Create a new account".
    Navigation should look like this:
    global navagation from the top.
  3. The Billing Contact details sheet opens up.
  4. Complete the information available.
  5. You must enter a Name and State as a minimum to go to the next page
  6. Click Next arrow
  7. Fill in a User Name and Password
  8. Choose for Active Status arrow "Active".
  9. Choose Access Level arrow"Trusted (consultant)".
  10. Choose User Type arrow " Customer or Underwriter".
    Should look like this:
    Underwriter parameter
  11. Click on Finish
    Watch a tutorial videoarrow
4. Assign Leads to Consultants
  1. Assigning One Lead at a time
  2. Click the Blue Open button on the left of the account you want to change
  3. This is located in the top 1/3 of the page
  4. The middle of the page will open up with the your Customer’s information
  5. On the left side of the middle section you will see the “Consultant” in black type
  6. Click on the blue reassign link
  7. A Reassign box will open up.
  8. Click on the Consultant Drop down box
  9. Choose a Name
  10. Click Submit
  11. Assigning One or More Leads at one time
  12. Click on the “Leads” link in the top of the page (white box with blue type), near the middle of the line
  13. The top of the page shows a number of leads
  14. Put a check mark in the little box or boxes on the left of the Open buttons.
  15. Then click on the Assign to button drop down box. This is in a green box near the top of the page. Watch a tutorial videoarrow

5. Changing the Service Fee
  1. Click the Blue Open button on the left of the account you want to change
  2. This is located in the top 1/3 of the page
  3. The middle of the page will open up with the your Customer’s information
  4. On the left side of the middle section you will see the “Service Fee” in black type
  5. Click on the blue edit link
  6. A Set Fee box will open up with an amount in orange.
  7. Put in the new amount
  8. Click Submit

6. Uploading Documents
  1. Click the Blue Open button on the left of the account you want to change
  2. This is located in the top 1/3 of the page
  3. The middle of the page will open up with the your Customer’s information
  4. Click on Upload (service agreement and supporting documents) This is in blue type on the top line of the gray box on the very right in the middle of the page.
  5. Now look to the very left of the bottom 1/3rd of the page.
  6. Click on Choose File (just under the large dark grayed box that says Action)
  7. Choose from the list of available documents will show up (all the documents that you already scanned or received via email into this account)
  8. Click on the Upload Now button and you are done. Remember this button is on located in the top 1/3 of the page on the right.

    Watch a tutorial videoarrow

7. Email (Templates)
  1. Click on the SUPPORT link on the top blue bar on the right of the screen
  2. SUPPORT is the 1st button on the left
  3. A drop down box (black) give you a link to “EMAIL TEMPLATES”
  4. Click on EMAIL TEMPLATES
  5. All of the custom messages are available here
  6. Click on any custom message you desire and you can see what it looks like.
  7. Remember, it will automatically fill in your name, Company information, and logo when you send it.

    Watch a tutorial videoarrow

8. Sending an Email (Templates)
  1. Click the Blue Open button on the left of the account you want to send an email
  2. This is located in the top 1/3 of the page
  3. The middle of the page will open up with the your Customer’s information
  4. Email is in the top gray area in the middle of the page (on the left)
  5. Click on Client, Consultant, or Admin (in blue)
  6. Click on any of the email templates in the drop down box
  7. The email subject and message body open up just below. (This is only if you want to create your own email and not use a template)
  8. Click on Submit
  9. Remember that your Customer will receive a copy of the email if the Message to client box is checked

    Watch a tutorial video
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9. Sending your own Email (Not a Template)
  1. Click the Blue Open button on the left of the account you want to send an email
  2. This is located in the top 1/3 of the page
  3. The middle of the page will open up with the your Customer’s information
  4. Email is in the top gray area in the middle of the page (on the left)
  5. Click on Client, Consultant, or Admin (in blue)
  6. Leave the !Blank line showing in the top gray box.
  7. The email subject and message body open up just below.
  8. Type in your own message subject and message body
  9. Click on Submit
  10. Remember that your Customer will receive a copy of the email if the Message to client box is checked
  11. AppProcessor can provide you with your own email template for a nominal charge (contact your sales agent)

    Watch a tutorial video
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10. Making Internal Notes on Customer’s Accounts
  1. Click the Blue Open button on the left of the account you want to add a note
  2. This is located in the top 1/3 of the page
  3. The middle of the page will open up with the your Customer’s information
  4. There is a gray area in the top portion of the middle of the page.
  5. Click on Internal Note (blue box with white letter) located just to the right of the email section
  6. An Internal Note box will open up.
  7. Type your notes or comments in the box
  8. Click on Copy to Client only if you wish the client to see your note, otherwise leave this blank
  9. Click Submit


11. Sending Service Agreements to Customers
  1. Note: You can only perform this function if the Application is Approved.
  2. Click the Blue Open button on the left of the account you want to send a service agreement to.
  3. This is located in the top 1/3 of the page
  4. The middle of the page will open up with the your Customer’s information
  5. A gray area is in the top part of the middle section.
  6. The 2nd line says NEXT in black, and continues with Generate SA to send by
  7. Click on email, fax, or mail depending on how you want to send.
  8. A Generate SA to Send appears
  9. You can set an internal follow reminder and/or comment if you like
  10. Message to client is already checked since this is who you are sending it to.
  11. Click on Submit and you are done

12. Finding Your Leads
  1. Log In to the Site
  2. There is a white box with blue letters going across the top of the Site
  3. The link “My” is the 5th one from the left
  4. Click on it and all of your assigned leads should be there.

13. Noting when a Customer was last Contacted
  1. Click on “Leads” or “My” depending on who is working on the account
  2. The top 1/3rd shows a list of your accounts or open accounts
  3. There is a little clock all the way to the right
  4. Click on the clock to note the date & time that you last contacted this Customer
  5. This makes sense to use while already working in the Customer’s account

14. Opening Up a Customer’s Account & Noting when Contacted
  1. Click the Blue Open button on the left of the account you want to open
  2. This is located in the top 1/3 of the page
  3. The middle of the page will open up with the your Customer’s information
  4. The top 1/3rd shows a list of your accounts or open accounts
  5. There is a little clock all the way to the right
  6. Click on the clock to note the date & time that you last contacted this Customer

15. Setting Campaigns and/or Lead Source for a Lead

    New Leads

  1. There is a “New Lead” link in the top of the page (white box with blue letters), 3 from the left
  2. Part of the intake requires a Campaign with a drop down box
  3. Click the appropriate campaign
  4. Existing Leads

  5. Click on the “Leads” link in the top of the page (white box with blue type), near the middle of the line
  6. The top of the page shows a number of leads
  7. Put a check mark in the little box or boxes on the left of the Open buttons.
  8. Then click on the Set Campaign to button drop down box. This is in a green box near the top of the page.

    Watch a tutorial video
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