Brokers only see the lenders they鈥檙e accredited with, and lodgement, approval and settlement use the right list.
Who this is for: Enterprise admins, Brokers
Add the lenders you can service (brokers)
Click your profile picture at the top right and select Profile.
In Lenders You Can Service, click Add List and select your lenders. Only these appear in the lender list on the Loan tab.
Can't find a lender? Click + under white-label lenders, enter the lender's name and upload its logo.
Removing a lender from this list doesn't remove it from the Current Lender list in the fact find's assets and liabilities.
Restrict lenders across your enterprise (admins)
Go to Products > Lenders.
Click Add New Lender (or edit one) and set the Scope:
Global (default): available everywhere, including the client's fact find.
Enterprise: only available to brokers in your enterprise who are authorised to service it.
On each broker's profile, use Lenders You Can Service to choose from the enterprise lenders.
Need a hand?
Email [email protected] and our team will get back to you.