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:
- Open the Panels tab.
- Review the available lender panels.
- Tick the checkbox for each panel you wish to join.
Terms and Conditions
For each selected panel:
- Review the lender's Terms and Conditions.
- Download a copy if required.
- Tick the confirmation box.
- 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