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            Register an Intermediary Firm

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            3. Financial Services Cloud Admin Guide

            Register an Intermediary Firm

            Provide business credentials and intermediary admin details to register onboard employees. The lending institution performs due diligence before granting access to the intermediary portal. Upon approval, the designated intermediary admin can manage the firm's profile and provision access for employees.

            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. In the lending institutions website, enter the firm registration details.
            2. Enter the business name and company license number as registered with regulatory bodies.
            3. Enter the primary headquarters address, including the suite number and postal code.
            4. Enter the details of the intermediary firm's admin.
              1. Enter the full name, email, and contact number.
              The intermediary admin handles onboarding and manages the firm's employees after approving the partnership.
            5. Review the summary of the business details and the designated admin's information to make sure the data is correct.
            6. Click Submit.

            The lending institution sets up an intermediary admin to onboard intermediary employees.

             
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