Some clients may place orders in the system on behalf of secondary, affiliated, or wholesale lenders. To add affiliated/wholesale lenders for clients, follow the steps below:
1. Click on Admin at the top of the Dashboard.
2. Click on Clients on the left side menu to access the Manage Clients screen.
3. Click on the client name or use the search filters to locate the client for whom you want to add new users.
4. Click Actions on the Manage Client screen and select Manage Wholesale Lenders.
5. On this screen you can select two options:
i. Allow this client to order for ALL Wholesale Lender(s)
ii. Allow this client to order only for the SELECTED Wholesale Lender(s)
6. To add wholesale Lenders for clients click on the Select button towards the right side of the corresponding Lender.
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