Lender credentials let you submit applications to a lender directly from Financeable.
Important - Optional. You can build applications, run checks and generate documents without them. Add them only if you want to submit from inside Financeable - plenty of brokers submit manually instead.
Two things to know first
Adding credentials doesn't create a relationship with a lender. You need to be accredited with them already.
Credentials are individual, so each broker enters their own - the credential identifies the person to the lender. A brokerage-level identifier such as a merchant ID may apply as well, but an individual broker ID is still required.
What a lender asks for
It varies by lender - an API key, a broker ID, a merchant ID, or for a lender that takes applications by email, just its submission email address. If you don't know yours, ask the lender.
Add them
Select your name, top right → Settings.
Select Lenders.
Select Add Lender.
Choose the lender.
Enter the credentials that lender requires.
Select Save.
The lender appears in your credentials list and you can submit to them.
If a lender isn't on your panel
Which lenders appear on an application is controlled by the Lenders permission category - see Set user permissions. If a lender is missing from the Add Lender list itself, contact Support - Get help and support.