If you have the permissions to add users to your channel, you will have access to Simpology Manager in your channel.

To navigate to Simpology Manager, click on the hamburger icon in the top left of your screen:

This will take you to the secure section of your channel:

In the Menu ribbon across the top, click on Organisation, and then select Entities:

This will take you to the Entities section.

If your broker belongs to an existing brokerage partner, you can search for the brokerage in the search bar to add your new broker:

Otherwise, you need to create a new Brokerage. To do that, click the Add button:

You will get an empty Entities record, to complete with the details of the Brokerage. You need to complete all the mandatory fields, which have an asterix*

Fill in the Brokerage's company name and Trading name:

Click on the Entity status dropdown to set the brokerage status as Active:

To add an aggregator, click the Parent Entity dropdown and select the relevant Aggregator:

In Entity Type, select Brokerage:

Add the Brokerage ABN. This is important as it becomes the unique identifier for the Brokerage:

Enter a central phone and email for the Brokerage

Click Save to store the brokerage information you have entered.

You might get prompted to add any other mandatory data.

If you do, complete any further required detail and click SAVE

Now that you have established the Brokerage, you are able to add Brokers that belong to the brokerage. Scroll down the Entities page, and Click Users for this entity:

The section will expand. If this is an established brokerage, you will see any existing users. To add a new Broker, Click the Add button

You will be taken to a new screen which is an empty User Profile screen

Click on the User type dropdown, and select Broker:

Tick the "Accredited" box as this will ensure the broker is able to submit applications.

Click on the Status dropdown and set the status of Active, or Pre-registered. Both will successfully finalise broker login credentials

Enter the Broker's First and Last Name

Enter the broker's email address. This must be unique to the broker.

Enter the broker's mobile number. This must be unique to the broker.

Click Save to store the new user profile information.

As one final step, add your Accreditation Number to the broker's profile. To do this, click the new blue button that has appeared in the new profile

This will take you to a Broker Profile screen where you can store more detail on your broker.

In the Broker Screen, click open the "lender accreditations" section

Click Add:

You will need to set your Lender in the dropdown:

And then add the broker's accreditation number:

Click Save to store the lender accreditation details.

The broker will receive an email invite for the finalisation of their registration to your channel

When the broker opens the email, they will see a link to click 'here' to complete the registration:

The broker will set their password:

This will finalise the setup of the credentials and your broker will now be finalised as Active in your channel:

The Broker can then login:

Loanapp has two-factor authentication as a security measure. Your broker will need to setup an Authenticator:

When they have set their authenticator, they will be able to proceed to the login again:

Enter their email and password:

Generate a verification code and enter:

Your broker will now be logged in to your Application Dashboard, which is where they can manage all their applications to you. First first time users, they will have an empty dashboard.