5. Pending

Let’s start you out with all the right tools you need to get the job done.

5a. Scrubbing Apps

Likely, you’ll start with writing paper applications. Some agents prefer to only do paper apps as opposed to e-apps. Either way, you’ll need to make sure of a few things before submitting it. Scrubbing is simply the process of going through and making sure you have everything in good order before submitting the application.

Click here to access a list of the most common paper apps filled out as examples and compare to your own
Before you leave the home, go back through and make sure you have all signatures (most applications will take 6-8 signatures- if you miss one, you will have to go back to the home for it)
When completed, send the completed application to your upline manager to double-check everything
Use a scanning software to convert a series of photos into a multi-page PDF document (if you use an iPhone, you can use the pre-installed NOTES app

5b. Submitting Apps

All apps (e-apps or paper) must be submitted in your Equis backoffice. Simply log in and click “Submit New App” in the top right hand corner and fill out the form. At the bottom you have two options: “File Paper Application” (the default setting) and “Report e-App.” If it’s an e-app, click and submit.

If you’re submitting a paper app, make sure it is scrubbed and you have the green light from your upline manager. Keep “File Paper Application” checked at the end and upload. Equis will take it from there.

***IMPORTANT*** You MUST report all applications. If you do not report, Equis may not count that application toward bonuses and promotions. Get in the habit of reporting all your apps for the day before going to bed.

5c. Check Pending Business

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5d. Monitoring Commissions

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