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How To Add A Lender To Your Network

Creating a network of lenders is going to really help your business so you want to make sure that you find the best match for you. To do so, our Ambassador Search application offers you a couple of ways.

1. Add a member Lender using email address

First, login to your Ambassador application. Then on the Console Page, open the Collaboration Console. Here, we have the Edit Profile Option.

Here, click on  the edit profile button.  If you would just go to your Profile Page, I’m going to show you how to search for a lender when you already know his or her email. On the My Profile page, scroll to the bottom. Here we have the Lender Ambassador Network. Right here, just type in and search for a lender.

And now, the Platinum lender shown here is the lender that I’d like to have in my network. When I click submit, I will have this lender added to my network. Next I will show you how you can choose this lender when you’re creating a HomeToHome. Depending on the subscription that you have, either the silver gold or platinum, you will be able to add more lenders to your network.

How to Access your Ambassador Profile from your Console
Edit Your Lender Ambassador Network
How to Add a Lender to your Network using the Email Method

Select Your New Lender for Your Next HomeToHome

2. Verify your New Lender Addition

Back in the Collaboration Console, since I have a lender in my network I will be able to select my lender when I create a new HomeToHome. If I’m able to add more lenders to my network, then I will be able to select from more in my network of lenders.

Again, I type the emails of the lenders that I’m searching and I’m able to add another. Click “submit” and then return to the Console page. As a Gold Agent Ambassador, I may add three lenders to my network. Now when I open  the Lender Ambassador drop down, you can see that I have them both.

3. Include your Lender when You Create a Client’s HomeToHome

Now when I’m creating a new HomeToHome, I can choose one of my lenders and my HomeToHome will be created with this lender.

Verify Your New Lender is Added to Your Network
Verify Your New Lender is Added to Your Network

Choose a Lender from the Lender Search Network

4. Find Lenders with Your Ambassador Search Tool

Another way to search for lenders is to use the Ambassador Search to find lenders yourself. For example, I will type in a New York City ZIP code and click “search”. And now in the search results I have, several lenders displayed here.

Search the Ambassador Network from your Console
Search the Ambassador Network from your Console

5. Invite a Lender to Join Your Network

Some of them are registered members and some of them are not. For the ones that are not a member, you can send them a message inviting them to check the Ambassador application. For those that are members already, you can invite them to your Ambassador Network.

Review your Ambassador Search Results
Review your Ambassador Search Results

6.  Check out the Lender’s Profile

I’m going to display that lender’s profile. Over here, I can see their Finance Plan and in the lower part, additional information related to this lender. I’m going to send them an invite telling them that I would like them to consider having me in their Network. if they accept, I will added into their Network.

Go to Lender Profile Page from Search Results
Go to Lender Profile Page from Search Results

7. Confirm your Lender’s Acceptance

As you can see over here, you can add the invited lender in their profile Network at any time. I’m returning back to the Collaboration Console.

Now in my Console, opening my Lender Network, you can see that I have only the two lenders that I added using the first “edit Profile” method. In the second method, the lender would first need to accept my invite in order to add him or her to my network.

Invite Lender to your Network from their Profile Page
Invite Lender to your Network from their Profile Page