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Broker Users (No-Login Portal)

On Pro Plans and higher - you can create unlimited Broker User referral partners. This is reserved for Brokers who do not need to login to the LendingWise portal to manage loan files. 

Brokers can be regarded as referral partners or 3rd party sales channels.

For each Broker in the Broker List -will be able to have their own unique Quick Application and Full Application webform links along with a Doc Upload Page without ever needing a user seat. 

For the Broker's Quick/Full App Webform links: 

Navigate to User/ Contacts > Broker > Broker List > click on the Broker's name

Click on the "Web Form Integration" tab to access the Broker's unique iFrame and URL Links for their Full Loan App and Quick Loan App links. 

A Broker can also be provided with a Doc Upload page where they are able to upload a borrowers Required Docs. 

The screenshot below shows where you can access the Broker Doc Upload Page links which can be copied and pasted in an email to the Broker: