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How to add an exclusive rate

Whisper Promo, Exclusive, or Speciality Rate received from a Lender

Charles Chometsky avatar
Written by Charles Chometsky
Updated today

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.

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