FILL IN AN APPLICATION FORM
On your portal dashboard, click on Apply Now and a window will appear.
Select the type of finance you would like to apply for.
A new application form will appear. Populate the form. Information still required will be indicated in red or yellow text.
SAVE AS DRAFT
If you do not want to submit the form just yet, you can click on “Save Draft” at the bottom of the form.
Once you have completed the form and are satisfied with it, click on “Next”.
A thank you page will appear giving you various options.
Annotations:
Submit Electronically
- Manage Signatures enables you to sign the form electronically (if you are an authorised signatory) and send a signature request to associated parties.
- Upload documents
- Can’t submit yet… This will change to “Submit to Rodel” when you have completed the other steps and are ready to submit your application.
- Download form here enables you to download the completed application form (in PDF format) to print, sign and email it with any supporting documents to: apps@rodel.co.za.
- Print and manually sign is an instruction to print your form and sign it manually
- Scan and email to: apps@rodel.co.za is the final instruction for manual submission. Make sure you include supporting documents.
- Edit Application will take you back to your application form so you can make amendments.
- Review Application enables you to view your application.
UPLOAD SUPPORTING DOCUMENTS TO A DEAL
This can be done either when you view the unsubmitted application or after you click on the Next button once you completed an application.
Select the document you want to upload, choose the file, and click Upload Documents.
MANAGE SIGNATURES
This can be done either when you view the unsubmitted application on your dashboard or after you click on the Next button once you filled in an application form.
Once you’ve clicked on Manage Signatures, the below pop-up will appear. This will enable you to sign electronically and send an Undertaking Signature Request or Send Agency Consent Request to the other signatory in the transaction.
The other signatory will receive an email request giving them an option to sign it.
Once they’ve signed it, you will receive an “Application Signed” email.
HOW TO SUBMIT ELECTRONICALLY
Once the document has been signed by all the required parties. The user will receive an email notification. They can either click Submit It! via this email.
Or they can click on “Submit to Rodel” on their dashboard.
WITHDRAW AN APPLICATION
To withdraw an application that has not been paid, go to the All Applications toggle tab.
Click on the deal you would like to withdraw. Then click on Withdraw (bin icon) and follow the steps.
Please note: Should you wish to withdraw an application that has been submitted, you will need to get in touch with the admin person you are dealing with.
