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Opret et partnerskab med din långivningsorganisation ved at starte introduktionsprocessen i mellemliggende portal. Relationsmanageren leverer mellemliggende firmaoplysninger, f.eks. medarbejderprofiler og regulerende dokumentation. Sæt skub i overgangen fra ansøger til godkendt partner, og registrer overensstemmelsesdata for långivergennemgang.
| Tilgængelig i: Lightning Experience |
| Tilgængelig i: Professional, Enterprise og Unlimited Edition |
Baseret på din faseadministration orkestreringslogik, når du har godkendt mellemmanden, giver orkestreringen den faste adgang og sender en mailadvisering. Relationsmanageren angiver detaljerne for mellemliggende firma og mellemliggende administrator.
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