Enter information about the lender in the ACCOUNT BASICS screen. Open each section by clicking the corresponding arrow.
Basic Lender Information
Some LENDER INFORMATION fields are completed by Wolters Kluwer system administrators during initial set-up. The remaining fields are completed by the lender.
Credit Provider Information
The CREDIT PROVIDER INFORMATION section sets up default bureau service companies for automatic credit pulls. These are the companies the lender prefers or has an existing relationship with. The Wolters Kluwer system administrator my set these up during inital provisioning but the lender can change them as needed.
Dealer Group Information
The DEALER GROUP INFORMATION section allows the lender to establish groups of dealers for sorting by assigned underwriter. The setting is optional.
