Scheduling a meeting with your Loan Consultant / Officer is important if you have specific date/time availability to talk to them about your loan application. Scheduling a Meeting saves the appointment in both your calendars in the Nook App. You will get reminders closer to the meeting time so as not to miss it.
Depending where you're accessing the Nook App, here are the steps:
Mobile Access
Go to your conversation with your Loan Consultant / Officer.
Click the "Phone" icon at the upper right of the screen.
Click "Schedule Meeting" at the dropdown.
Add a tile about the meeting in the "Agenda Box". Next, set the start date/time and end date/time. Please ensure that the Time Zone is "Asia - Manila".
Click "Schedule" at the top right of the screen once you're done setting the meeting details.
Desktop Access
Go to your conversation with your Loan Consultant / Officer.
Option 1: From the main dashboard, click the "View All" right next to the "Meeting" section.
Inside the "Meetings" window, click the "Schedule Meeting" below the calendar.
Option 2: Open your conversation with your Loan Consultant/Officer. Click the "camera" icon at the upper right, then click "Schedule Meeting" at the drop down.
Configure the following details: Title of the Meeting, and Date and Time Start/End. Please ensure that the Time Zone is "Asia - Manila".
When you're done setting the details, click "Schedule" at the bottom of the screen.
