Decipher has Business Relationship features to allow lenders to manage partners, participants, syndicates, brokers, etc. If your account has the ability to manage Business Relationships, you will see a special Tab on the Main Menu allowing you to manage business relationships. You can also invite individuals in Business Relationships to access to Decipher to view specific deals. If you don't have the Business Relationships feature, contact your account manager or Support to find out how to add this to your account.

Where are Business Relationships managed? Click on the Business Relationships tab on the main menu.

How to Add Partners, Participants, Brokers, etc.

Step 1: Click the Add button

Step 2: Fill in their contact information and Assign to an internal team member, if appropriate. If assigned to an internal team member, this external individual will always be associated to that internal team member and they will be linked together until reassigned. For example, you have a business development manager who works with a specific partner and you would like these two individuals to be linked. Every application/deal that is assigned to the partner will also be tied to this business development manager, until another internal team member is reassigned.

Step 3: Give the user access to Decipher if you would like. To give access, set User access to yes > User Access: YES. Then select the appropriate access the individual should have > Access Role. This step adds the individual as a user within Decipher (recommended only for partners and not your prospects/clients).

⚠️ Note: The level of access the individual has will depend on their role. There are many options to set in users roles so set these first to ensure your partners are restricted from some screens and/or only view information you allow, such as specific deals only. If you have questions, contact Support and refer to articles in our help center on setting up general User Role permissions.

Step 4: Click Send Invitation if you would like them to receive an automatic email from Decipher indicating that you have invited them to collaborate together in Decipher and giving them user credentials and login instructions. Otherwise, you can invite them to Decipher via a personal message letting them know how to login and view the information. There should be an Email Template in your account with invitation information to refer to. If not, email Support or Chat with us live for assistance.

Step 5: When you are done adding the person's information, Click Submit to save the individual's information.

🎉 Success! Your partners can now collaborate with you in Decipher and can view specific deals they are assigned.

💡 NOTE: You can also share a specific deal with select individuals right from any Application. Read this article to learn how to Share a Deal.