In order to see and use Broker or Asset Finance Tools in your deals, you need to add lender accreditations to your account details.
How to add accreditations
Firstly, go to Settings > My Accreditation section.
By default, you'll already have a list of some lenders.
If you need to add more lenders to your list, you do this by by clicking on 'Add new lender accreditation button' and then fill in accreditation codes for them.
New accreditation fields will be added to the bottom of the list. Kindly scroll down the page to see them.
The first drop down field is where you select your lender.
Field right next to it should hold your broker code for that chosen lender.
Some lenders will also require a second code, specific channel code or broker partner number. These are all added in the field next to the main broker code field.
Lastly, you can set the lender upfront and trail commission.
Aggregator users are not required to set the upfront and trail commission.
Delete any unnecessary lenders from the list by clicking on recycle bin icon.
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