This article explains how to connect two accounts to enable you to work collaboratively on your applications. Both users must have already set up an account and been approved by the lender.
Broker Support Users must request to link their accounts with a Broker, and Brokers must approve this request.
First, Broker Support users need to login and navigate to the "Manage my team page". To do this, click on the 'burger menu' in the top right hand side, then "Manage my team".
Then simply type in the email address of the broker you want to connect your account with and hit enter or click 'Add teammate'.
Brokers will receive a notification that a Support user wishes to link their account to theirs. Head to the same page and hit the approve button next to the email address of the support user you are happy to link your account with.