Overview
The Monevo integration in Logixx CRM allows users to send, track, and manage loan search requests directly from the Applicant Profile. This integration streamlines the loan discovery process by enabling applicants to provide consent, complete a loan search, and receive offers—all while maintaining visibility and tracking within the CRM.
Accessing the Monevo Tab
The Monevo tab is available within the Applicant Profile navigation menu. From this tab, users can:
Review applicant and loan information
Send a loan search request
View loan offers once returned
Share results with the applicant
How to Use the Monevo Tab
1. Review & Complete Preview Information
The Preview Information section displays the data that will be sent to Monevo. All required fields must be completed before a request can be sent.
Applicant – Personal Information
First Name
Last Name
Email Address
Cell Phone
Home Phone
Date of Birth (DOB)
Social Security Number (SSN)
Co-Applicant indicator (Yes / No)
Residence Address
Street Address
City
State
Zip Code
Housing Type (e.g., Rent)
⚠️ Tip: Ensure the applicant’s email address is valid and correctly formatted, as it is required for the loan search link.
2. Loan Information
In the Loan Info section, users must provide:
Loan Amount
Loan Purpose (e.g., Debt Consolidation)
This information is required to generate relevant loan offers from Monevo.
3. Additional Information
The Additional Info section collects employment, residency, and income details required to complete the Monevo loan search.
All required fields are marked with an asterisk (*).
Employment Details
Employed? (Select Yes or No)
Applicant Employer
Employment Months (Total time at current employer)
Residence & Income Details
How long at current address? (Months)
Mortgage Payment
Pay Frequency (e.g., Monthly)
Monthly Income
This information is used by Monevo to evaluate loan eligibility and return appropriate offers.
⚠️ Note: Missing or incomplete information may prevent the request from being sent or delay the return of loan offers.
4. Send Request
Once all required information is completed:
Click Send Request in the upper-right corner of the Monevo tab.
An automated email with the subject “Loan Search Link” is sent to the applicant.
The applicant must click the link and complete the Monevo flow to provide consent.
5. View Loan Offers
After the applicant completes their Monevo application:
A new button labeled “View Offer” will appear next to “Send Request.”
Click “View Offer” to access the loan results directly in the CRM.
This opens the Agent View (Agent URL) — intended for internal users, not the applicant.
6. Share Results with the Applicant
To send the applicant their loan results:
Use the “Monevo” email template available within the CRM.
This template includes the Client URL, giving the applicant direct access to their Monevo offers.
7. Track Email Activity
All Monevo-related communications can be tracked under:
Notes & History → Emails
Here, users can review:
Email delivery status
Open activity
Credit Pull & Data Visibility
Credit pulls initiated through the Monevo process are fully supported.
The Monevo tab focuses on loan search and offer results, not detailed credit or creditor listings.
This ensures a streamlined experience centered on loan eligibility and offers.
Integration Details
The Monevo integration utilizes two URLs received via API:
Field | Purpose |
Agent URL | Generates the “View Offer” button within the Applicant Profile (for CRM users). |
Client URL | Sent to the applicant in the Monevo email template, granting them access to their loan application. |
FAQs
Where is the "View Offer" button located?
It appears under the Monevo Tab within the Applicant Profile once Monevo returns the Agent URL.
What if the URLs are missing?
If either the Agent URL or Client URL is not returned, the respective feature (button or email link) will not function.
Can I edit the Monevo email template?
Yes, administrators can customize the Client URL email template within the CRM’s Email Template Settings.