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How To Delete Wholesale Or Secondary Lender

The administrator can delete wholesale or secondary lenders from the system. To delete a wholesale/secondary lender, follow the steps below: 

 

1. Click on Admin at the top of the Dashboard. 

 

2. Click on Wholesale Lenders on the left side menu to access the Manage Wholesale Lenders screen. 

 

3. Click on the name of the wholesale lender that you want to delete. MANAGE WHOLESALE LENDERS Hide Filter Show records per page = Actions Key," ord Apply Filter Client Name Caliber Guaranteed Rate Norcom TPO Go SunWest Mortgage Test WHL State Reset Form 25 Address 17350 State Highway 249 # 220 Houston, TX 77064 123 Test street Houston, TX 77056 1000 ABCD street Houston, TX 74000 1234 Test street HOUSTON, TX 77042 1234, A street Houston, TX 74000 585 S Blvd E Pontiac, Ml 48341 598 RIVER LOOP 1 EUGENE, OR 97404 Phone (888) 587-0805 (123) 456- (111) 123-1234 Email hr@valsft.com lender@spurglobal.com test@valsft.com United Wholesale Mortgage Wholesale Lender Z Result: 7 item(s) found Status Active Active Active Active Active Active Active

 

4. Click on Actions to display the menu and then on Delete Lender. 

MANAGE WHOLESALE LENDER INFORMATION: TEST WHL Wholesale Lender Details Wholesale Lender Name Address City Zip Code Phone Email Last Modified On Billing Details Enabled Billing Settings for this Wholesale Lender Test WHL 1234, A street Houston 74000 N/A ,'26/2023 1225:06 PM True State Fax Alt. Phone Status Last Updated By Acti vlsup = Actions Edit Lender Details Delete Lender Mark as In-Active Set Engagement Instructions Set UCDP Credentials Set FNMA Credentials for PDC Portal Set EAD Credentials Set FTP Credentials Manage Products Manage Investors Manage Email Alerts

Click OK to confirm. 

 

Note: Wholesale/Secondary lenders in use with existing orders cannot be deleted from the system. 

 

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