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!