If your business or aggregator has an agreement with CFS, you can activate and set up your access as follows:

Go to Settings ==> and scroll down to 3rd party applications ==> go to Personal integrations with 3rd party diversification partners and turn the relevant toggle ON.

No credentials required.

The integration is now live and you'll be able to refer directly from deals/applications.

To use CFS in your cross sell directly from deals/applications, refer to Needs and objectives tab, and ensure you answer Yes to at least one of the below credit history questions:

Then complete all mandatory fields in the CFS dialogue:

...upon which you'll be able to successfully refer the application to CFS:

Please note referrals can also be made from the Diversification opportunities tab:

Thank you!