Your Lenders list is an aggregated panel that you actively engage when putting together loan applications. Inside your BrokerEngine account, each lender page contains broker-specific information like broker codes and BDM contact details.
In This Article
Video Walkthrough
Step-by-Step Guide
Follow these steps to manage and edit lender details:
Step 1 — Open the Lenders List
- Log in to your BrokerEngine account.
- Go to the side menu and scroll down to the More button.
- Click More and then click Lenders in the popup window. The Lenders list displays.
Step 2 — Update Lender Details
The first step is to make sure the list displays lenders associated with a particular broker. By default, the list shows lenders associated with the user currently logged in. This step is important for admin users who work on multiple broker accounts.
- Go to the top right corner of the page.
- Click the filter icon.
- Uncheck and then check the Broker box. A popup window displays.
Scroll through the popup and check a box to select a broker name. Click the X icon in the top right corner to close the popup.
Step 3 — Edit Lender Details
The list displays all lenders currently added to the selected broker's BrokerEngine account. Scroll through the list to locate a specific lender. Optionally, use the search tool.
Click a lender's name. The Lenders page displays. Scroll through the page, open sections, update details as required, and then click Save.
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