Make sure your data on Lender Spotlight is always up to date and add some other team members.
In order to do that the team member you'd like to add will first have to sign up for Lender Spotlight which we explain in this article here.
How to add a team member
1. Click the image or the image icon on the left menu to access the "Admin portal".
2. Select 'Admin Portal".
3. Then choose "Alternative Lending" and click on the "Name" of the profile you want to review and update.
4. Scroll down to "Team Member Access".
5. Click on "Add Team Member"
6. You will be prompted to put in an email address, then click on "Save". This will send an invite to the team member to accept and will add them to your lender team.
If the invitation was successful and accepted you will be able to be able to see their email in your list as having access.
Note: You will not see your own email in the profile just your colleagues.
How to delete a team member
1. Click the image or the image icon on the left menu to access the "Admin portal".
2. Select 'Admin Portal".
3. Then choose "Alternative Lending" and click on the "Name" of the profile you want to review and update.
4. Scroll down to "Team Member Access".
5. Find the name of the team member you wish to remove and click on "Delete"
Should you have any questions, please click on the chat bubble.