This user guide will walk you through setting up lenders, adding branches to lenders, and adding vendors and products to the lender accounts.


Content Includes:


Client Setup

The Client Setup menu option lets you view your list of clients, manage users and branches, and add vendors and products to your branches.


Adding a Client

Click New Client from the side bar. Complete the required fields outlined in red.




Scroll down to add your first Branch for this client. You may click the Copy from Client button or type in the required information. All required fields will be outlined in red. 



Below the Billing Information section, create the First Administrator User to the account. Complete the required fields and click Add Client.



Client Information

Once your client has been added, you’ll have access to Edit the client information, setup users, branches and vendors.



Adding Users

Click the Users tab represented by the person icon to Add Users.



Complete the required fields and choose to allow the user to have access to all associated branches or to restrict the user to specific branch/branches and then click Save User. The user will be emailed a link with their credentials.



Adding Branches

To add a new branch to a client, open the client and choose the branches tab and click the Add Branch button. Enter required fields, which are outlined in red.



Enter any Notes (not required) and choose to have either All Associated Vendors on the main account attached to the branch or Restrict the vendors on this particular branch setup. Enabling all vendors will ensure that this branch has access to all vendors that have been set up with this client.



Click Save Branch . You may create additional branches representative of different locations or departments in your company that users can place orders under.


Adding Vendors

Click on the Vendors tab (wrench icon) to view any vendors that are active for the selected lender or add vendors from the list of Available Vendors.



To enable a vendor and product, click on the carrot to the right of the vendor.



All available vendors for the listed product will be displayed (e.g., all appraisal vendors available in the system will be listed in the Appraisal section). Click on the Plus(+) to add a vendor as an available option for your client.



You will be prompted to edit the associated branches for this vendor. Click Yes.


Adding Associated Branches to Vendors

Within the Associated Branches section, click Edit Associated Branches to add branches that should have access to the vendor.


Click the All radio button if all branches under the lender should have access to the vendor. Click the Restricted radio button to limit the branches that will have access to the vendor. You can select multiple branches to associate with the vendor by clicking in the branch field and selecting them out of the drop down menu that appears.


Adding/Removing Products

Click the Add or Remove Products button from the right hand table. All available products for the vendor will be listed. 

Click on the Plus (+) icon to add a product from the Available Products list to the Current Products list. 



Instead of adding each product individually, select the Add All button to add all Available Products to the Current Products list. 


Changing Product Pricing

Click on the Vendors tab (wrench icon) and choose the Vendor to edit products’ pricing.



The available products will be listed. Click Edit to change a product’s pricing for this lender. Please note: Pricing will default to amounts entered when the product was created within the Vendor Setup section. New pricing entered here via the Edit button will override the default pricing and be applied to all branches under this lender.



Enter the adjusted fee and click Save.


Adding Compliance Documents

Add any Compliance Documentation that you would like made available to your users on orders they place with this vendor. Click the Plus(+) to Attach documentation.



Utilize the +Attachment or Drag File Here fields to upload the compliance document. 



Once the file has been uploaded, the Doc Name field will populate with the name of the file. Clicking in the Doc Name field will permit editing the name prior to uploading the compliance document to the system. Enter an Expiration Date or enable the No expiration box so the document never expires. Upon completion select Add Document to upload the document to the system. 



Should the incorrect document be uploaded, use the Remove Pending Attachment feature to remove said document.  Cancel will direct you back to the main Compliance Documents screen.