A Lender may choose to implement 2FA (Two Factor Authentication) on their configuration - which will mean that users (lender users, brokers), will need to use a 2FA mechanism to finalise a login and access the lender's system. This article describes the user experience if 2FA is enabled.
As a new User, you will be set up with a profile in the Lender's system, and you will receive an invite on email, eg:
When you click on the 'here' link in your invite email, you will be asked to finalise the login credentials. First, you need to set your password. (Your username will be your email address):
Once you have entered and confirmed your password, you will be directed back to the login screen to login with your email and password:
Where the lender has two-factor authentication enabled on their system, the final step for setting up your credentials is to enable 2FA on your profile.
If you don't already have one on your smart phone, you will need to download an Authenticator app such as Google Authenticator, Authy, or Microsoft Authenticator. When you are ready with an Authenticator App on your smart phone, click "generate key" on the Simpology login workflow:
This will present to you a QR Code on screen:
On your authenticator app, select 'add' to add a new account and to scan the QR Code:
The Authenticator App will give you a code to enter in as the verify key:
Your 2FA will now be setup. Proceed to login properly:
You will asked once more to enter your details:
And add an Verification Key from your Authenticator App:
And then you will be logged in to the Lender's system.
Note that every time you login, you will be asked to generate a new code to use as part of your login, so you will need to have your authenticator app at hand in order to generate a code.