How InstantAPPLY Works

Connecting Quickli to InstantAPPLY

How do I manage the lenders in an InstantAPPLY application?

How to create my profile?

How to set up my profile?

Pre-Qualification vs Full Fact Find Template

What is InstantAPPLY?

Uploading Your Compliance Documents

How to Request Additional Documents from your Client?

What Happens After Client Submission?

What to Do After Creating an InstantAPPLY Application

How to Create Sign-Up Links in InstantAPPLY

Want to start using InstantAPPLY? Here is a good place to start.

Getting Started

The fastest way to collect client data and prepare submission-ready applications

InstantAPPLY

Creating your InstantAPPLY profile is quick and straightforward. Simply fill out the <a href="https://instantapply.com.au/#" rel="noreferrer" class="LexTKB__link">form</a> to create your profile and begin setting up your account.Once submitted, you’ll be directed to a welcome page featuring a brief introduction and a few short guides designed to help you get familiar with the platform. It's free to use right now while we're in early access — no credit card needed!If you have any questions along the way or need assistance, our <a href="mailto:support@instantapply.com.au" rel="noreferrer" class="LexTKB__link">support team</a> is always here to help.

One of the great things about InstantAPPLY is that it's ready to go as soon as you are, no complicated setup needed. That said, there's one quick thing we recommend before you start inviting clients. Adding your profile picture and company logo helps brand your InstantAPPLY so it looks familiar and professional to your clients. To personalise your InstantAPPLY account and make it client-ready, follow these steps:<ol class="LexTKB__ol1"><li value="1" class="LexTKB__listItem">Click your name in the top-right corner of your dashboard.</li><li value="2" class="LexTKB__listItem">Select Your Account from the dropdown menu.</li><li value="3" class="LexTKB__listItem">Scroll down to the Profile section.</li><li value="4" class="LexTKB__listItem">Upload your logo and profile picture. <img src="https://cdn-assets.productfruits.com/e25418b8-3f0b-44bc-afe2-fca95737fcff" alt="" data-position="full" data-width="81.76838810641627%" data-height="auto" class="lexical-inline-image position-full" style="z-index: 20;"> </li><li value="5" class="LexTKB__listItem">Click your name again in the top-right corner, and Select Control Panel.</li><li value="6" class="LexTKB__listItem">Next, click on Compliance Documents.</li><li value="7" class="LexTKB__listItem">Copy and Paste your Privacy Statement and Credit Guide Link in the field with the same name, Click Update. <img src="https://cdn-assets.productfruits.com/e9c1a88f-9091-42e8-b29d-6aff7bf30f88" alt="" data-position="full" data-width="83.02034428794991%" data-height="auto" class="lexical-inline-image position-full" style="z-index: 20;"> For more Info on Creating your Privacy Statement and Credit Guide Link. Check this <a href="https://lut28u4klbfcrtj.productfruits.help/en/article/uploading-your-compliance-documents" target="_blank" rel="noreferrer" class="LexTKB__link">article</a>. </li></ol>Once uploaded, your profile is ready, and you can start inviting clients confidently.

Uploading your compliance documents ensures that InstantAPPLY is compliant and up-to-date.NOTE: If your Credit Guide and Privacy Policy are already hosted on your website, you can skip straight to Step 3. <h3 class="LexTKB__h3" dir="ltr">Step 1: Download Your Credit Guide and Privacy Policy</h3>You can download your Credit Guide and Privacy Policy from the Integrations section of Broker Engine.<ol class="LexTKB__ol1"><li value="1" class="LexTKB__listItem">Click your profile icon in the bottom-left corner and select settings <img src="https://144514196.fs1.hubspotusercontent-ap1.net/hubfs/144514196/BE%20Slide%201-png.png" alt="" data-position="full" data-width="100%" data-height="auto" class="lexical-inline-image position-full" style="z-index: 20;"> </li><li value="2" class="LexTKB__listItem">Click Suite 360 Integrations <img src="https://144514196.fs1.hubspotusercontent-ap1.net/hubfs/144514196/Be%20Slide%202-png.png" alt="" data-position="full" data-width="100%" data-height="auto" class="lexical-inline-image position-full" style="z-index: 20;"> </li><li value="3" class="LexTKB__listItem">Download your Credit Guide and Privacy Policy <img src="https://144514196.fs1.hubspotusercontent-ap1.net/hubfs/144514196/BE%20Slide%203-png.png" alt="" data-position="full" data-width="100%" data-height="auto" class="lexical-inline-image position-full" style="z-index: 20;"></li></ol><h3 class="LexTKB__h3" dir="ltr"> </h3><h3 class="LexTKB__h3" dir="ltr">Step 2: Create a Public Link for InstantAPPLY</h3>InstantAPPLY requires a public URL to your documents. To do this, upload the files to a cloud storage service such as Google Drive, OneDrive, or Dropbox. <ol class="LexTKB__ol1"><li value="1" class="LexTKB__listItem">Upload your Credit Guide and Privacy Policy PDFs to your chosen drive</li><li value="2" class="LexTKB__listItem">Copy the link to each PDF</li><li value="3" class="LexTKB__listItem">Ensure the sharing settings allow anyone with the link to view </li></ol>Note: This step can vary depending on the storage provider you use, which is why screenshots are not included. <h3 class="LexTKB__h3" dir="ltr">Step 3: Add the Link to InstantAPPLY</h3>Once you have a public link, add it to InstantAPPLY.<ol class="LexTKB__ol1"><li value="1" class="LexTKB__listItem">In InstantAPPLY, click your name in the top-right corner </li><li value="2" class="LexTKB__listItem">Select Control Panel <img src="https://cdn-assets.productfruits.com/e29fbbe5-141c-4cdf-ae31-6b85e6723018" alt="" data-position="full" data-width="95.53990610328638%" data-height="auto" class="lexical-inline-image position-full" style="z-index: 20;"> </li><li value="3" class="LexTKB__listItem">Click Compliance Documents </li><li value="4" class="LexTKB__listItem">Paste the link into the “Privacy Statement and Credit Guide URL” field </li><li value="5" class="LexTKB__listItem">Click Update <img src="https://cdn-assets.productfruits.com/487cf027-050d-4045-8fa4-7ec5b71595ef" alt="" data-position="full" data-width="93.97496087636932%" data-height="auto" class="lexical-inline-image position-full" style="z-index: 20;"></li></ol>

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How to create my profile?

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Uploading Your Compliance Documents