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Managing/Removing Lenders on Team Accounts

If you’re an Admin managing your team/office account, there are a few options to manage how/whether lenders are paired to your agents...including overriding the paired lender entirely

Ajay Pondicherry avatar
Written by Ajay Pondicherry
Updated this week

Disabling the Paired Lender for your entire team/office

If you’re an Admin managing your team account and you can override the paired lender for your agents and keep all other features (including our enhanced features)

This is an optional feature that can be enabled by contacting support (support@curbhe.ro OR use our live support chat)

How to Manage or Edit a Paired Lender within an agents account

Team Admins can access their paired agents accounts. This allows them to make much more detailed changes right within the agents account. Just select the 3 dots next to any of the agents in the "Agents" menu and you'll see an option to "Access Account". This will help perform even more management actions for agents like pair a lender, update their Dynamic QR Code, and more!

Then they can manage the agent's paired lender in the following ways:

  • Pair a new/different lender: in the My Paired Lender screen within the agent's account they can invite a lender on the agent's behalf

  • Unpair the default lender on a specific listing: IF the agent hasn't paired their preferred lender, then depending on the location of each listing, a default lender will be paired. In the agent's listing view, the default lender can be unpaired (the lender's profile will be shown next to the listing address). More about unpairing lenders here.

  • Re-pair a lender on a specific listing: If the lender has been disabled on a specific listing, the admin can also re-pair that lender. (that option will be shown next to the listing address). This is often done when the admin or the agent want access to the enhanced features which are unlocked when pairing a lender*

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