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Add a Lender

Update your Lenders list

Sam Reyes avatar
Written by Sam Reyes
Updated over 8 months ago

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.

You or your staff cannot remove a lender from your BrokerEngine lender list. If you'd like to remove a lender's name from the list, contact the BrokerEngine support team with a request to remove.

Contents


Prerequisites

None.


Opening the Lenders 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.


Adding 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.

If you're looking for a lender that is not on the drop-down menu, click the contact support link and chat with our support team in the side panel.

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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