Where Is the Monevo Tab?
TThe Monevo tab is located within the Applicant Profile in Logixx CRM.
To access it:
Open an existing applicant or create a new one.
Navigate to the Applicant Profile.
Select Monevo from the top navigation menu.
The Monevo tab serves as the central workspace for all Monevo-related actions associated with that applicant.
What Can I Do From the Monevo Tab?
The Monevo tab allows users to manage the entire loan search workflow in one place. From this tab, users can:
Review Applicant Information
View the applicant data that will be sent to Monevo, including:
Personal details
Residential address
Employment and income information
Loan amount and loan purpose
This information is displayed in a Preview Information format, allowing users to confirm accuracy before sending a request.
Send a Monevo Loan Search Request
Once all required fields are completed:
Users can click Send Request to initiate the loan search.
The applicant will receive an automated email with a secure loan search link.
The applicant must complete the Monevo flow and provide consent before loan offers are returned.
View Loan Offers
After the applicant completes the Monevo process:
A View Offer button becomes available in the Monevo tab.
Clicking this button opens the Agent View, which displays loan offers returned by Monevo.
This view is intended for internal users only.
Share Loan Results With the Applicant
Users can share loan offers with the applicant by:
Sending the Monevo email template from the CRM.
Providing the applicant with a secure link to view their loan offers directly.
Why Use the Monevo Tab?
The Monevo tab provides a streamlined experience by:
Centralizing loan search actions in one location
Reducing manual data entry
Improving visibility into applicant progress
Enabling clear communication with applicants