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Broker account management

How to set up and approve accounts for intermediaries.

Robert Stronach avatar
Written by Robert Stronach
Updated over 12 months ago

As a lender, there are broadly two kinds of users you'll want to add to Mast: lender users and broker users.

Creating Broker Users

The simplest way to create broker users is to send them this registration link:

Melton Building Society:

Cumberland Building Society:

They can then go through the usual registration process. This link can also be found on the home page when you aren't logged in:

Brokers will be prompted to fill in their details on the registration form.

Approving or Rejecting Broker Users

Once a broker registers, you'll receive an email informing you that a broker wants to access the platform.

To approve or reject their account, navigate to Users. You can use the filter tabs at the top of the table to filter down to accounts Awaiting Approval. From here you can view the user's information under 'show', and approve or revoke access for the broker.

For clarity, all brokers in the Awaiting Approval section do not have access - the revoke button works the same way for brokers awaiting approval and those already approved.

The user will then receive an email letting them know their account is ready or if their access has been denied.

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