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Resend or Copy the Application Link

When a client still needs to complete the FM Processing Application, use the Application tab to send the link again or copy it for a manual text or chat.

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Resend through the CRM

1. Open the applicant or client in Funding Machine and select Application.
2. Click Resend Application (empty state or under Processor workspace after a submission is already captured).
3. Funding Machine queues the existing CRM workflow so the client receives the Processing Application link again.

Use resend when the client never got the first message, needs a corrected answer after capture, or should open the form again from their usual CRM channel.

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Copy the form link to send manually

Beneath Resend Application, Funding Machine also shows:

Or copy this link and manually send it to client

1. Wait for the link to load (it is your Location’s shareable FM Processing Application form URL).
2. Click the copy control next to the link.
3. Paste it into a text, chat, or email outside the CRM resend path.

The copied link is the same Location form link used after agreement signing. It is not unique per contact — the client still fills the form themselves. If the link fails to load, click Retry. Confirm your Location has exactly one form named FM Processing Application.