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  • In Applicants, go to Budgets and click on the arrow icon to view the record.

  • Scroll down to the rows of buttons and click on the "Generate Form 16 Pack" button.

  • Fill in the details of the Generate Form 16 Pack.
  • Select the documents you want to include in the pack.

  • Once the relevant addresses have been validated - click on the Generate Form 16 Pack button

  • After the pack has been generated, the Agent sends an email/sms to the Consumer to sign the pack. 

  • The Generated Form 16 Packs, will be listed under Applicant Attachments.
  • The Consumer's signature will be populated and added to the pack (See below Form 16 'Signed Pack')