New MyApp Features Make Doing Business Easier

MyApp New Additions

• Sign on Premises – Do you have a client in the office and ready to sign an application? This new feature allows them to sign with their finger, mouse or keyboard, right inside of the MyApp experience.
• Copy an Application – Are you writing multiple applications for the same client? Effective immediately, you can save yourself a lot of time by hitting the “Copy” button, which will transcribe the same information to a new application.
• Assistant Starts, Financial Professional Signs – If someone in your office starts an application as a delegate (MyPortal sub account), the application will automatically save to your portal where you can complete the signing ceremony.