Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Initiate an Intermediary Partnership Application

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Initiate an Intermediary Partnership Application

            Establish a partnership with your lending institution by initiating the onboarding process in the intermediary portal. The relationship manager provides intermediary firm details such as employee profiles, and regulatory documentation. Accelerate the transition from applicant to authorized partner and capture compliance data for lender review.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From your financial institution’s website, start an application to onboard an intermediary firm.
            2. In the Firm Identity section, enter the business name exactly as it appears on official government registration or tax documents.
            3. Enter the active professional or state-issued license number for the intermediary firm.
            4. Enter the details for the relationship manager.
            5. Review the information for accuracy, and click Submit.

            Based on your Stage Management orchestration logic, after you approve the intermediary, the orchestration grants the firm access and sends an email notification. The relationship manager enters the details of the intermediary firm and the intermediary admin.

             
            Loading
            Salesforce Help | Article