Has your brokerage team received a exclusive promo from a lender partner? You can customize and share that rate to all team members on your Lender Spotlight Platinum Team.
Click the Team Management icon from the lefthand black toolbar.
Under Manager Lenders, select Exclusive Rates.
Click the blue New exclusive rate button.
Fill in the 9 required fields.
If additional information such as compensation is required, select the Additional information Expand button.
You can click on the Save draft button at any time to save your work.
Once completed, select Publishing options. You can chose to publish the exclusive rate you created immediately, or schedule for a later date. You can also set an expiration date.
Select Publish rate. You will get a green pop-up message confirming the exclusive rate has been successfully published.
The exclusive rate will now appear on the Exclusive Rates section, under the lender used for creation. You have the option to duplicate, unpublish, or delete under the Actions button.
For questions, please connect with us via our live chat or email us at: support@lenderspotlight.ca.
Exclusive Rates Video Walkthrough (will open in new window/tab):