As an admin, there are some basic things about your account that you will need to know how to do. Click the following links to learn more.
To register for an admin account, please contact email@example.com.
- Customize online application consent/disclosure
- Insurance opt-in (OPTA/Insureline)
- Customize client consent for credit application consent/disclosure
- Edit office address
- Input agent information (license #, income breakdown, working provinces)
- Edit income breakdown by lender
- Assign compliance officer
- Set up smart conditions
- Share smart conditions with the office