How do the Global and Enterprise Lender work?

Overview

This article explains the recent changes made to lender permissions in the system. Enterprises can now restrict which lenders their brokers can see by using a new scope setting for lenders.

Step-by-Step Guide

Step 1: Access Lenders

1. Go to Products.

2. Click Lenders.

Step 2: Add or Review a Lender

1. From the Lenders page, click Add New Lender.

2. In the Add New Lender screen, you will see the Scope option:

   • Global

   • Enterprise

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3. By default, all lenders are set to Global.

   Note: Global lenders appear in the form’s lender list. Enterprise lenders are available only to brokers they are authorised to service.

Step 3: Broker-Level Lender Visibility

1. Go to a Broker Profile.

2. Navigate to Lenders You Can Service.

3. For active brokers:

   • If the lender scope is Enterprise, the broker will only see enterprise-level lenders in the drop-down list.

   • Lenders not associated with the enterprise will not appear.

Step 4: Manage Lenders You Can Service

1. In Lenders You Can Service, locate the three-line (+) icon on the right side.

2. Click the icon to add or manage lenders.

3. The available lenders in the drop-down depend on the lender scope and feature flag configuration.

Drop-down Behavior

• Brokers can only select enterprise-level lenders if the lender scope is enterprise.

• Global lenders remain available in all other areas for customers, ensuring all their loan scenarios are supported.