The platform has the ability to automatically create an ESIS document based on the application details entered into our application form.
When filling out a new application, after you have filled in the DIP form, you will then be required to Generate an ESIS.
To do this, simply click on the task and you'll be asked to generate an ESIS.
The ESIS will then open up in a new tab and a copy of the ESIS will be automatically saved in the documents tab of the case as a PDF.
You are also able to generate new ESIS's by clicking the 'generate ESIS' button.
you can also download the PDF by selecting the document and clicking the 'Download' button.
N.b. You will only be able to generate an ESIS once the required fields have been completed and depending on your lender, you may be able to start (and submit) a DIP without a product selected, but you must always select a product before you can generate an ESIS.