How to Manage and Create User Account

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When entering an email address, the Manage User Account window will appear. This can also be accessed by clicking on the silhouette next to the email address field.

In order to create an online user account, you will be required to confirm the email address, specify it is an online user, select and answer the security questions and click create account. The borrower will not receive an activation email. Instead they will activate their account when they login for the first time using the Secure Link that was sent to them.

You can hover over the silhouette to see if the borrower is setup as an online or offline user.

Important: The borrower must be setup as an online user to electronically receive disclosures. If the borrower is an offline user, disclosures will be sent to the mail room to be physically mailed to the borrower.


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