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 organization level to manage users.
Select the specific organization where you want to manage accreditations.
Accessing the User Management Screen:
Click on Show Users to view the list of all users within the selected organization.
Use the Action button next to the relevant user to manage their settings.
Adding Lender Accreditations:
From the Action menu, select Add Lender Accreditation.
Choose the type of broker tool for which you want to add accreditation: Home Loan or Asset Finance.
Select the specific lender from the available options and fill in the required details.
Click Save to apply the lender accreditation.
You can start typing the name of the Lender on top of the search to narrow the list and find it faster.
Repeat the steps and add as many lender accreditations you need.
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, set as inactive, edit or add more accreditations as needed.
Common Issues and Solutions
Lack of Permissions: If you cannot access the Enterprise Settings, contact your aggregator or organization 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 organization 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 organization in Settings > Broker Tools > Tools settings > Lender commission fields