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Broker Registration

Adding Broker Registration and Doc Collection to your Web Site or Generating Application Link


Brokers can register via a webform found under the branch profile--> Webform integration tab. There is a direct URL link and HTML iFrame code to embed the webform in any website. The webform allows for uploading of required doc for the broker.


These required docs are controlled and editable via the Company profile--> Doc Settings tab

Users/Contacts -> List Branches -> (Click on the branch) -> Web Form Integrations. Scroll to the bottom and you should see the following: