Friday, January 31, 2014

How to add a processor

To add a processor to your account please follow the step-by-step guide below:


1) Click the Deal sharing button, on the left side of your dashboard. You can also access this page at any time from the settings link under your name and then clicking on the Deal Sharing tab.

2) You will be taken to the deal sharing menu where you will be shown the option to add a processor. Click on the Add a Processor button.

3) A pop-up window will appear where you fill out the processors information and also assign a loan to the processor. You can also choose to assign all of the deals to this processor.



4) You will now be taken back to the deal sharing page where you can see your new processor. From here you can choose to remove or edit the deals the processor is active on.




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