Overview
There are two ways to set up Brokers in your Loanapp.
Brokers can be entered one at a time.
Brokers can be uploaded in bulk using the template provided.
Step-by-Step Instructions
This article will go through option 2, click here if you want to learn more about option 1. If you have questions about the best solution for you, please contact support and we will be happy to help.
Option 2 - Bulk Upload Brokers
Step 1
Log into your lender Loanapp.
Select the Broker tab on the right.
Then select Download Template.
Step 2
Notice that an Import Broker Template has downloaded onto your computer.
Step 3
Open and edit the file, paying special attention to the green* mandatory fields.
You will have to complete the mandatory (red) fields at a minimum, please see definitions and examples below:
Section | Definition | Example |
Broker's email address | ||
Account Type | Type of Account that the Broker will have. See definitions below | User |
Name Title | Broker's name title | Mr |
First Name | Broker's first name | Mike |
Middle Name | Broker's middle name | Junior |
Surname | Broker's surname | Kellaway |
Date of Birth | Broker's date of birth | 21/06/1988 |
Mobile Country Code | Broker's contact mobile phone - Country Code | 61 |
Mobile Number | Broker's contact mobile phone - Mobile number | 04 3716 8900 |
Workphone Country Code | Broker's contact work phone - Country Code | 61 04 12345678 |
Workphone Area Code | Broker's contact work phone - Area Code | 61 04 12345678 |
Workphone Number | Broker's contact work phone - Number | 61 04 12345678 |
Role | Broker's Role within the Brokerage. See Roles and User types below. | Supervisor |
License Type | Broker's License type | ACL |
License Number | Broker's License number | 122 456 |
External Reference | Note that the Brokerage External Reference is the unique identifier that will link the Broker with the Brokerage. You will need to have already loaded the Brokerage and given it a unique External Reference, to be able to automatically link the broker using this template. | ABC1234 |
Aggregator Code | Unique code of an Aggregator that links the Broker to it | CA789B8 |
Accreditation Number | Number given by the lender to a Broker to certify his accreditation | 1234 |
Brokerage External Reference | External Reference of a Brokerage that links the Broker to it | 236542 |
There are a number of user types and roles that can be applied to broker users.
Account Type - User | Basic account type |
Account Type - Owner | This type of account gives the Broker the possibility to update the Company's profile (suitable for Brokerage owners, managers, CEO, etc.) |
Role - User | The Broker will have access only to My Apps section |
Role - Supervisor | The Broker will have access to My Apps and Team Apps sections |
Role - Supervisor Admin | The Broker will have access to My Apps, Team Apps and Funder Apps sections |
Once you have all the details correct, hit Create and an email invite will be sent to your broker.
Enter as many Brokers as you wish (one per row). Then Save the file on your computer, ready to upload.
Step 4
Go back into Loanapp and select Import Template (ensuring that you are on the Broker Tab).
An Import Brokers pop up window appears.
Select Choose file, locate the file you would like to upload and select the blue Uploadbutton.
An email invitation will automatically be sent to each Broker. If you don't want to email them, click the Do Not send invitation email. You can always send them an email later.
Step 5
Once uploaded, the Brokers will then appear in Loanapp, under the Brokers Tab.
You can look at the details on a specific broker, by selecting the Broker and then clicking Open Account.
You will be taken to the Profile tab.
You can view/edit the profile details of the broker.
Click are on the Account tab.
You will be able to see whether the Broker has already accepted the invitation to join Loanapp (if you sent them an email upon creation).
Or, you can resend the Email invitation.
