Client facing brokers or bankers

Service Provider Admin & Service Provider

Service Provider Admin Setting up

• Intitial Login
• Switching profiles
• Dashboard

 

 

Paragaph text Paragaph text Paragaph text Paragaph text Paragaph text

Initial Login

 

Switching profiles

Your profile determines the information you see and your level of access. It will always default to Service Provider. The Administrator profile manages workflows and add company wide templates.