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Configuring Merchant Lending (Vendor Portal) can be completed in the following four simple steps from within System Management of the Lifecycle Management Suite:

1. Configure the loan products available for selection within the Vendor Portal in Virtual Capture Settings.
2. Enable a vendor's access to the Vendor Portal in Vendor Management.
3. Configure authentication credentials for individual vendor users in Vendor Management.
4. Configure general and login settings for the Vendor Portal in Virtual Capture Settings.

Configure the Loan Products Available within the Vendor Portal in Virtual Capture Settings

System administrators can control the loan products that are available for use by a vendor within the Vendor Portal in System Management > Origination > Virtual Capture > Virtual Capture Settings.

1. Within the Product Selection tab, double-click the desired loan application type or select the application type and click .
2. Within the General tab of the Edit Product window, select the Active for Vendor check box.
3. Click .

For more information on configuring products for use in Virtual Capture and the Vendor Portal, please see the Virtual Capture Settings topic of the Lifecycle Management Suite Administrator Guide. 

Enable a Vendor's Access to the Vendor Portal in Vendor Management

To provide a vendor with the ability to use the Virtual Capture Vendor Portal to create and submit applications for their customers, access to the portal must be granted for each desired vendor within System Management > Origination > Loan > Vendor Management.

1. Double-click the desired vendor within the grid or select the vendor and click .
2. Within the Vendor Portal tab of the Edit Vendor window, select the Vendor Portal Access check box.
3. Within the Available Application Types box, select the loan application types to which the vendor has access in the portal and use the arrow buttons to move them to the Assigned Application Types box.

The loan application types that appear within the Available box are populated based on the Active for Vendor setting on the Product Selection tab in Virtual Capture Settings.

      3. Click .

For more information on the Vendor Portal tab, please see the Vendor Management topic of the Lifecycle Management Suite Administrator Guide.

Configure Authentication Credentials for Individual Vendor Users in Vendor Management

In addition to granting access to the Vendor Portal at the vendor level, access must be granted and credentials must be defined for individual contacts at the vendor within System Management > Origination > Loan > Vendor Management.

1. Double-click the desired vendor within the grid or select the vendor and click .
2. Within the Contacts tab of the Edit Vendor window, double-click the desired contact's name or select the contact and click .
3. Within the Vendor Portal Authentication section of the Edit Contact window, select the Active check box, and enter a username and password for the contact.
4. Re-enter the password within the Confirm Password field and, if desired, select the Force Password Change On Next Login check box to require that the contact changes their password upon logging into the Vendor Portal for the first time.
5. Click .

For more information on enabling the Vendor Portal for individual vendor contacts, please see the Vendor Management topic of the Lifecycle Management Suite Administrator Guide.

Configure General and Login Settings for the Vendor Portal in Virtual Capture Settings

System administrators have the ability to customize the look and feel and the login properties of the Vendor Portal within System Management > Origination > Virtual Capture > Virtual Capture Settings.

1. Within the Vendor Portal General tab, enter information within the Vendor Portal General, Vendor Site Header, and Vendor Site Footer sections of the tab.
2. Within the Vendor Portal Login tab, enter the vendor login information including the error messages, panel title, and any instructions.
3. Click .

For more information on the fields within the Vendor Portal General and Vendor Portal Login tabs, please see the Virtual Capture Settings topic of the Lifecycle Management Suite Administrator Guide. 

 

 

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