The document provides guidance for using Accion's Online Loan Application, including: - Outlining the learning objectives and system compatibility - Describing the welcome page for first time and returning users - Explaining how to retrieve incomplete applications within 30 days - Detailing the process for requesting a username or password - Overviewing the contact information and loan prequalification screens - Noting required fields and troubleshooting resources

1. Working
with Accion’s
Online Loan Application

2. Learning Outcomes
At the end of this session:
• Users will be able to enter information and successfully
submit a loan application.
• Users will be able to troubleshoot any issues an applicant
will run into as they complete and submit loan applications
• Accion Lending staff will

3. System Compatibility
The Online Loan Application will run successfully with the
following browsers:
– IE 8
– Firefox
– Chrome
– Safari

4. Welcome Page
• First time users should click on the Start Here link. From here, they will be taken to the prequalification screen.
• Returning users must enter their username and password, and then click the Sign In button.
• Note: After 30 days, the user will not be able to access their incomplete application and will be required to create
a new application.
Returning Users
First Time Users

5. Retrieve Unsubmitted Applications
• By creating a user id and password users will be able to
retrieve their incomplete/unsubmitted online application
for up to 30 days.
• After 30 days they will need to start a new online
application.
• Applications are not reviewed until the Submit button is
clicked at the end of the application.
• If an applicant cannot remember their password, they’ll
be prompted by the system to provide their email
address. An email message with a link to reset their
password will be sent to the user.

6. Request Username or Password
User clicks on field
“forgot username/password”
Select “username” or “password” field.

7. Request Username or Password
• Depending on the screen,
type in your email address or
username in the appropriate field.
• Click Submit

8. Contact Information Screen
• Information gathered on this page creates a “Lead” file in
CRM when applicant clicks on “submit” button.

9. Time out Messages

10. Loan Prequalification Screen
• If a user selects YES in any field, a message will appear
letting the applicant know that they do not qualify for a loan at
this time
• Applicant will be directed to our online support quiz and/or
Accion’s Business Center.

11. Change to Password Requirements
• Minimum requirements
when setting up a
password:
– 1 Capital Letter
– 1 Lower case letter
– 1 Number
• Special Character is
no longer required
Johnsmith1

12. Required Fields
“*” denotes a required field. The system will not let the
applicant proceed to the next screen if all required fields are
not completed.
Any field with more than two choices is listed in a drop-down
menu.

13. Troubleshooting
• Place FAQs here