As a team owner or admin of a Lender Spotlight Platinum Team, you have the ability to add or remove team members through the Team Management section of Lender Spotlight. To access that section, click this icon from the navigation bar.
The Team Management section looks like this:
Select Members under Manage Your Team Name:
Once Members area, you can see your pending join request, team invitations sent and current members.
To invite a new team member, enter their email address and hit the Send invite button. Pending invitations will appear under Invitations sent and you can send a reminder email or cancel the invitation.
To remove a team member, click on the 3-dots next to their name under Actions, and select Remove member. If you have a larger team, you can use control+F (PC) or command+F (Apple) to search for their name or email to locate the team member easier.
Any questions, please reach out by clicking on the live chat button in the bottom right. Alternatively you can email us at: support@lenderspotlight.ca