Broker Registration Form

You can provide brokers and referral partners a way to register with their information and documents using the Broker Registration Web Form on your Website.

Brokers can register via a webform found under the User/Contacts > Branch > Branch List > Click on Branch name > Webform integration tab.

There is a direct URL link and HTML iFrame code to embed the webform in any website. The webform also allows for uploading of required docs for the broker.



Sample screenshot of Broker Registration Webform:

 

After a prospective Broker submits the webform, a Broker user profile will automatically get created in your LendingWise portal under User/Contacts > Broker > Broker List

You can then toggle on the "Allowed to login?" button to allow the broker to be able to login to their own Broker Portal

Note: You may need to verify you have enough user seats on your billing plan in order to provide user access to the broker portal.  

If you are not allowing login access for the Broker, you still have the option to provide the Broker their own unique Quick/Full App webform links. You can find these links in the Web Form Integration tab: