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            Open Loan Application

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            3. Financial Services Cloud Admin Guide

            Open Loan Application

            The Open Loan Application component summarizes each non-closed application in a tile on the borrower's Profile page. Configure this component to display the Start New Application flow when the borrower has no applications in process.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            The Open Loan Application component displays all non-closed loan applications as tiles on the borrower's profile page. Each tile displays application details including:

            • The name of the loan (hyperlinked to the Applications page).
            • The amortization type.
            • The amortization term in months.
            • The interest rate.
            • The address of the property.

            Screenshot of open loan application tile

            It's helpful to configure the Open Loan Application component to display the Start New Application flow tile when the borrower has no open applications. Borrowers without open loan applications can then launch the new application flow from their Profile page.

            Configure a Start New Application Flow
            Configure a Start New Application Flow

            From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites. On the All Sites page, click Builder next to your Client Portal site.

            1. Launch the Financial Services Client Portal in Experience Builder.
            2. Click Preview.
            3. From the top menu of the Pages>User menu on the Home page, click User Profile.
            4. On the Profile page, click Back to Builder.
            5. Hover over and click the Open Loan Application component.Screenshot of selecting open loan application component
            6. In the User Loan Application configuration panel, click the Show Start New Application checkbox. The enables the Start New Application flow tile to display when the borrower has no non-closed applications.
            7. Optionally enter a title in the Open Application Title field
            8. Optionally enter a label in the Start New Application label field.
            9. Optionally enter a label in the Link Label field. The link is to the Residential Loan Application page, where borrowers can create a loan application.
            10. Use the Color, Image, Image Layout, and Image Position controls to brand and customize the tile.
            11. To display the Start New Application tile, click Preview.
             
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