There are 2 ways to set up Brokerage accounts in Loanapp.

1. Brokerages can be entered one at a time.

2. Brokerages can be entered in bulk using the template provided.

NB: Brokerages MUST be set up before Brokers. This allows you to link the Broker to the Brokerage afterwards.

This article will go through option 1, click here if you want to learn more about option 2. If you have questions about the best solution for you, please contact support and we will be happy to help.

Option 1 - Add a Brokerage One by One

Step 1

Log into your lender Loanapp.

Select the Brokerage tab on the right.

Then select Create New, from the far-left.

Step 2

A pop up screen will appear. Fill in the relevant fields.

Notice that certain fields are required, such as the ACN, External Reference Number and Post Code.

When all the correct information is entered, select the blue Create button, bottom right.

The Brokerage has now been created in the list.