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How to Join a Lender's Panel

Overview

Before your firm can work with a lender, you must apply to join the lender's panel through VERSA Assure.

During onboarding you may apply to one or more lender panels depending on your firm's requirements.

Selecting a Panel

To apply:

  1. Open the Panels tab.
  2. Review the available lender panels.
  3. Tick the checkbox for each panel you wish to join.

Terms and Conditions

For each selected panel:

  1. Review the lender's Terms and Conditions.
  2. Download a copy if required.
  3. Tick the confirmation box.
  4. Select Agree.

Privacy Statement

Before continuing:

  • Read the Privacy Statement.
  • Tick the confirmation box.
  • Select Continue.

      Best Practice

      Ensure you fully understand each lender's Terms and Conditions before accepting them.

      Related Articles

      • Completing Your Firm's Details
      • Reviewing and Submitting Your Panel Application