Lender accreditations are essential for brokers to access specific tools and features within Salestrekker 2.0. This guide explains how to input and manage lender accreditations within the platform. Note that this functionality is only available to users with appropriate permissions.
Steps to Input Lender Accreditations
Check Your Permissions:
To input lender accreditations, you must have access to Enterprise Settings. If you do not have the necessary permissions, contact your aggregator or organization admin to request access or have them input the accreditations on your behalf.
Navigating to Enterprise Settings
Go to Settings > Enterprise (ensure you are at the appropriate organisation level to manage users).
Open the 'User Management' tab.
Navigating the User Management Screen
The User management screen displays a list of all users, including their identities and associated organisations.
The list shows user's full name, their main account email and phone number below their name, along with two icons on the right side of their name bar.
The first icon is the 'three dots' menu icon, from which you can choose to archive or suspend a user account.
The second icon is an arrow icon used to expand a sub-section listing all user's identities.
Click on the arrow icon to expand the section and view list of their identities.
Next, click on the arrow icon of the identity to list all their associated organisations.
Lastly, click the dots icon and choose 'Lender accreditation' from the drop-down menu.
You will be directed to a different screen where you can add lenders and their broker IDs to the user's list.
Adding Lender Accreditations
Choosing to add 'Lender accreditation' from the menu will direct you to a different screen where you will find separate tabs for all currently available broker tools (loan types) - Home Loan or Asset Finance.
First, select the tools type you wish to add lenders for and then click on the 'Add lender accreditation' button. Then, choose again from the drop-down menu to confirm the loan type for which you want to add lenders.
Next, on the slide-out screen select the desired lender from the list.
You can start typing the name of the Lender on top of the search to narrow the list and find it faster.
Fill in the required details, like Broker ID and click the 'Save' button to confirm.
The chosen lender will now be listed on the user's lender list.
Repeat these steps to add any additional lender accreditations required.
When you are added as a Deal owner, it will use your lender accreditations to bring in results in Broker tools. For that reason best to add all the lenders you wish to get in the product search results.
Managing Lender Accreditations
After adding, the lender will appear in the list under the appropriate tab (either Home Loan or Asset Finance).
You can remove (delete), set as inactive or edit the lender details by accessing the dots menu for any lender listed.
Common Issues and Solutions
Lack of Permissions: If you cannot access the Enterprise Settings, contact your aggregator or organisation admin.
Accreditations Not Visible: Make sure you have refreshed the screen after adding new accreditations to see the updated list.
Lenders missing: If you don't see certain lender on the list or you don't see certain fields when setting up the accreditation it's worth checking have the lenders been activated for your organisation in Settings > Broker Tools > Lenders
Lenders fields missing: If you don't see certain fields when setting up the accreditation it's worth checking have the lenders been activated for your organisation in Settings > Broker Tools > Tools settings > Lender commission fields