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            Onboard Intermediary Employees to the Intermediary Portal

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            3. Financial Services Cloud Admin Guide

            Onboard Intermediary Employees to the Intermediary Portal

            Initiate an onboarding request to provide staff access to the lending portal. Assign roles, such as loan originator or loan processor, to grant permissions based on responsibilities. Submit employee details to trigger an automated flow. Your employees then log in, complete their profiles, and collaborate on loan applications.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To set up Digital Lending: Digital Lending permission set
            1. Log in to the partner portal as an admin.
            2. Click Add An Intermediary Employee.
            3. Enter the employee's name and email.
            4. Select a role based on the employee's responsibilities.
              • Loan originator: Select this role for staff who interacts with clients and initiate new loan applications.
              • Loan processor: Select this role for staff responsible for gathering documentation and moving existing applications through underwriting.
            5. Submit the application.

            After the partnership is approved, the intermediary admin manages the firm’s workforce by adding employees to the portal. Assign specific roles to grant staff the permissions to initiate new loans or manage the processing workflow.

             
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