How to Track a Submitted Application

1. Under Adviser home, go to Work in progress

2. On the horizontal menu, select Submitted applications 

3. You will be able to monitor the accounts you have submitted, using columns such as date submittedoutstanding action and login emails sent. 

4. You will see that there is a question mark icon which you can click for more information. 

NOTE: Once an application has been submitted, two login emails will be sent to your clients immediately. One email will contain the client's username and the other email will contain a password creation link which will allow the client to create their password. 


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