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Add a Lender

  • Updated

You can add lenders to your broker group with just a few clicks. BrokerEngine displays the Lenders list to the entire broker group so your colleagues can see the new lenders.

Note: You or your team cannot remove a lender from your BrokerEngine lender list. If you'd like to remove a lender's name from the list as it can cause issues for deals allocated with the lender, contact the BrokerEngine support team with a request to remove.

In This Article

  1. Locate the Lender Page
  2. Add a Lender

Step-by-Step Guide

Follow these steps to add a lender:

Step 1 — Locate the Lender Page

  1. Log in to your BrokerEngine account.
  2. Go to the side menu and scroll down to the More button.
  3. Click More and then click Lenders in the popup window.

On the new page, click the Add Lender button.

Step 2 — Add a Lender

Click the Lender name field and select one or more options on the drop-down menu. To remove a name added to the list, click the trash icon. When the list of new lenders is complete, click the Add Lenders button.

Note: If you're looking for a lender that is not on the drop-down menu, contact support or chat with our support team and we can add them to the list.

The system takes a few seconds to add the information to the list. When the process completes, close the Add Lender window and refresh the Lenders page. The new lenders are now on the list.

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