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How To Set Client’s EAD Credentials

You can set up your client’s EAD credentials into the system so that you can submit to the EAD on their behalf. To set the client’s EAD credentials, 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 

 

3. Click on the Client Name or use the Search Filters to locate the client for whom EAD credentials need to be entered. 

MANAGE CLIENTS 
Key," ord 
Matthew 
Apply Filter 
Client 
Matthew Lender 
Hide Filter 
= Actions 
State 
Reset Form 
Client Type 
Phone 
(251) 888-gggg 
(251) 888-gggg 
Status 
Show records per page 
25 
Result: 1 item(s) found Ö 
Client Type 
Mortgage Lender 
FL 33109 
Email 
matthewwaluelink@gmail.com 
Status 
Active 
rive Fisher Island,

4. Click on Actions and then Set EAD Credentials. 

 

5. Enter the client’s Business Unit Number and FHA Lender ID. 

SET THE EAD INFORMATION FOR THIS LENDER 
General Settings 
Business Unit Number (required) 
FHA Lender ID (required) 
Save EAD Information 
Cancel

 

6. Click on Save EAD Information. 

SET THE EAD INFORMATION FOR THIS LENDER 
General Settings 
Business Unit Number (required) 
FHA Lender ID (required) 
Save EAD Information 
Cancel

 

 

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