A wholesale lender has invited you to work with them, so they’ve asked you to set up an account in their broker portal. This is where you get approved, send them the docs they need, and manage your own LOs once you’re signed up.
Are you at the lender approving this company? Broker applications and their approve or decline decisions live in Broker Flow in Wholesale CRM, along with the form questions the applicant answers and the milestone emails they get. Getting in
You’ll get an email inviting you to set up your account. It comes from the lender you applied to, and the link is unique to you, so don’t forward it to anyone on your team.
Opening the link takes you to a short setup screen that already shows your name, email and company, pulled from your application. All you do is choose a password. Passwords need to be at least 8 characters, and the screen shows you how strong the one you typed is as you type it.
Once your password is set, you’re asked to add two-factor authentication using an authenticator app such as Google Authenticator or Authy. You can also choose Skip for now and set it up later from your account.
If your invitation link has expired, the screen tells you so and asks you to contact the lender for a new one. If you already set up an account, it recognizes that too and sends you to sign in instead.
Applying to work with the lender
Once you’re signed in, a guided form walks you through the information the lender needs from you and your company to complete your application. Your progress saves as you go, so you can leave and come back to finish it later, and you submit it when it’s complete.
You can apply with more than one wholesale lender on the same email. The only limit is one open application per lender at a time. Once a lender approves or closes your application, you’re free to start a new one, for example at renewal or after a name change.
Documents
Document Management is where you send up the paperwork: licenses, insurance, and whatever else this lender asked for. You’ll see the status of each one, so that way you’re not guessing about what they’ve actually received.
Alongside this, a Docs Package section covers compliance documents specifically, uploaded the same secure way.
Your team
If you’ve got your own LOs, processors or assistants, Staff is where you manage them. Go ahead and invite someone with their name, email and role. If you’re bringing over a whole shop, you can import the list from a spreadsheet instead, so you don’t have to add twenty people one at a time. Everyone you invite gets their own email to set up their own account, the same way you did.
Tasks
Tasks is the lender’s list of what they still need from you. For example, a doc that never came through, or a step in your application you left half finished. You’ll see what’s outstanding and can mark things done as you clear them.
Your profile
Your own profile holds your name, contact details, company information and a photo, and you can update any of it yourself at any time.
Renewing your agreement
If your agreement with the lender is due for renewal, you’ll get a separate renewal email with its own link. Opening it confirms who you are and gives you a code to carry your renewal forward, then sends you to sign in.
Getting help
A Help & Support section inside the portal lists ways to reach the lender’s team if you get stuck, along with answers to common questions.
Last modified on September 3, 2026
