Prequalify a submission

About this task

You can prequalify a submission before you create an application. (If you do not see the Prequalify option, then the product you are applying for does not have this option.)

You can also use the Prequalify option from the Actions menu after the initial submission is complete and the submission is in Draft status.

Procedure

  1. After you have completed the required fields in the Start Submission window, click Prequalify.
  2. Complete the additional prequalification details.
    The fields vary by product and configuration.
  3. Click Next to see the prequalification results.
  4. Select values for the Effective Date and Expiration Date.

What to do next

You can now create the application, regardless of eligibility.

Or, you can click Back to repeat the prequalification with new data.