Using the PulsePoint Partial Application Tool
The PulsePoint Partial Application Tool allows you to send an electronic form to potential customers so they can securely fill out their personal information as owners or officers, as well as primary business information. Fields that should not be filled out by the customer will not be included in the partial application request.
Key Features
Multiple Requests: Send a request to each person who will be an owner or officer on the application.
Customizable Information: Choose which owners or officers will fill out personal information, primary business information, or both.
Mandatory Completion: Each partial application request must be 100% completed by the customer before their form can be merged with the main application document.
Valid for 3 Days: The request is valid for three days, during which the customer can edit the form, save changes, and revisit it as needed to complete.
Secure Handling of Sensitive Information: Sensitive data like social security numbers and bank account details are partially masked and inaccessible once saved. All generated PDFs display these numbers as partially masked.
Flexible Initiation: A partial application request can be made when the application is fully filled out, partially filled out, or blank.
How to Use the Partial Application Tool
1. Create or Access an Application
Start: Begin by creating a new application or accessing an existing one at any stage—complete, partial, or blank.
2. Send a Partial Application Request
Navigate: Click on the "Partial Application Request" option in the application.
Select Recipients: Choose the owners or officers you wish to send the request to.
Specify Information: Decide whether they should fill out personal information, primary business information, or both.
3. Customer Completion
Reception: The customer receives an email with a secure link to the electronic form.
Editing: They can edit, save, and revisit the form within the three-day validity period.
Completion: The form must be fully completed before it can be merged with the main application.
4. Reviewing and Merging the Partial Application
Notification of Completion:
Once the customer has completed and submitted the partial form, PulsePoint updates the partial status to "Complete" and sends you an email notification.
Viewing the Application:
When you access the application in the system, you'll see an option to "Review" the partial application.
Reviewing the Partial Application:
Make Changes: You can make changes to the form prior to merging. This allows you to verify information and ensure accuracy.
No Changes Needed: If no changes are necessary, you can proceed directly to merging.
Merging with the Main Application:
Merge: Click on the "Merge" option to combine the partial application with the main application form.
Data Integration: All data from the partial application will be inserted into the corresponding fields in the main application.
5. Finalizing the Application
Complete All Merges:
Ensure all partial applications have been merged and the application is fully completed.
Generate PDF or Use eSign Tool:
PDF Generation: You can generate a PDF of the completed application.
eSign: Use the eSign tool to gather necessary signatures electronically.
Examples of Usage
Starting Fresh:
Create a new application and immediately send out a request to the customer.
Continue to fill out the application while waiting for the customer to complete their part.
Verification:
Fill out an application entirely and send the partial application request for the customer to verify and confirm their information.
Sensitive Information:
Leave fields like social security numbers and bank account numbers blank for the customer to fill out securely.
Sensitive information will be partially masked once filled and saved.
Benefits
Efficiency:
Streamlines the application process by allowing simultaneous input from you and the customer.
Security:
Protects sensitive customer information by masking it and restricting access after it's saved.
Flexibility:
Can be used at any stage of the application process, accommodating various workflows.