Managing your Firm's Offices

Your head office is automatically created during onboarding using the address entered in the Firm Details section. Additional branch offices can be added if they need to be included in your lender panel application.

Viewing Offices

The office list displays:

Office Name
Status
Contact Number
Address

Adding an Office

To add a new office:

Navigate to the Offices section.
Select Add Office.
Enter the office details.
Save the information.

The office will be added to your organisation's profile.

Editing an Office

To update an existing office:

Locate the office in the list.
Select the Edit icon.
Update the required information.
Save your changes.

Searching for an Office

Use the Search box to quickly locate a specific office.

If required, enable Include Removed Offices to display offices that have previously been removed.

Best Practice

Ensure that all offices included in your lender panel application have accurate contact information before submitting your application.

Completing Your Firm's Details
Adding and Managing Users in Assure