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            Example Consent Configuration for Intermediary Firm Onboarding

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            Example Consent Configuration for Intermediary Firm Onboarding

            Require intermediary firms to acknowledge data protection agreements and credit search disclosures before they submit applications.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions.

            Use the reference to configure consent for intermediary firm onboarding.

            Step Details
            Create Authorization Form Name: Intermediary Firm Onboarding
            Authorization Form Text

            Name: Intermediary Firm Onboarding

            Locale: English (United States)

            Is Active: True

            Detailed Text: I/We have read and agreed to the Mortgage Terms of Business and Data Protection Agreement with Cumulus Bank plc. You search at credit reference and fraud prevention agencies who provide them with publicly held data, including the electoral roll. If I/we give you false or inaccurate information, details are passed to the credit reference and fraud prevention agencies. You’ll use the information provided to you by credit reference and fraud prevention agencies to help decide my/our identity and for the prevention and detection of fraud and/or money laundering. When credit reference agencies receive a search from you, they’ll place a search footprint on my/our credit report. This search won’t affect my/our ability to gain credit. The information that you provide to the credit reference and fraud prevention agencies is supplied by the credit reference agencies to other organizations and used by them to do similar checks, debtor tracing, and debt collection and account management.
             
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