Fixing Email Mismatch Errors Between Solo and GoodLeap (Origin) Portal

⚡ Quick Fix: Make sure the rep’s email matches in both Solo and GoodLeap. If not, reassign the customer to a rep with matching emails, then have that rep resubmit the application.

Error Details

For the Solo/GoodLeap integration to work, the email address must match exactly in both systems. Once triggered, the error remains tied to that application until a rep with matching emails resubmits it. This means:

• The error will still display no matter who views the application.
• Simply reassigning the customer to another rep does not clear it.
• The only way to remove the error is for a properly assigned rep (with matching emails in both systems) to re-apply and resubmit the application.
  
  

Step by Step Resolution 

1. Verify the rep’s email addresses
   
   1. Confirm that the rep’s email in Solo matches the email in GoodLeap (Origin portal).
   2. If there is a mismatch, the error will occur. 
2. If needed, reassign the customer
   1. If the original rep’s emails don’t match, reassign the customer to a rep whose emails match in both systems.
   2. ⚠️ Reassignment alone won’t fix the error, the new rep must resubmit.
   
   
3. Resubmit the application. Once the new rep is assigned, they should:
   1. Fill out all required sections of the application
   2. Check all boxes in the Customer Info section with the customer have the borrower sign in the signature box to acknowledge and consent to the details of the credit application, then save the signature.
      
   3. Click Submit at the bottom of the app.
   
   ✅ Once the application is fully resubmitted by a rep with matching emails, the error will no longer appear.