Loan vs Class – CIF’s & BIF’s – Electronic Notification – My Solution

Posted on 2011/12/13 by admin

The Problem - Alice Schmatzhagen (Admin Manager) would like to be notified via email whether a CIF (Client Information Form) should be redirected to the lending department or the education department

The Solution - On the loan application checklist page, the link for the client information form that is embedded in that word leads to a pdf

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https://www.wwbic.com/sites/default/files/PDFs/r_rpt_client.pdf
If that was swapped with an electronic form, then it would be easier to set up a condition/trigger to notify email recipient (Alice) that this came from the Loan Apps page and it is a CIF aka Client Information Form. The embedded/hyperlink for the pdf would continue to exist but would be moved to the following words – mail, print, and pdf. As we want to encourage people on the loan application checklist page to fill it out online.
BIF’s or business information forms do not present the same problem as they are only provided to the lending department. But if it could be made clear in the subject of the email that this is a BIF or Business Information Form then it would save Alice some time.

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