Application Intermediary

How to manage the intermediary information on applications.

Overview Of Application Intermediaries

When an application is created, an intermediary can be added to the application (optional). At the time of application creation, that intermediary's current profile information is copied onto the application as a record of what the intermediary information was at the time of application. This means that the intermediary profile can be updated over time without altering the application record. You can think of the intermediary profile as the most up to date information regarding an intermediary, and the intermediary information on the application as the information from the time of the application.

After an application is created, you can make certain edits to the intermediary, including:

  • Update the intermediary(s)'s profile information (e.g. name, email, etc.).
  • Add or remove the intermediary.

How To Update Intermediary Data On Applications

To update the intermediary's profile information:

  • Open up the application.
  • Click on the "Edit Application Form" button in the top grey box. A view will open from the left side.
  • Navigate to the tab titled "Intermediary Profile".
  • Click on the "Edit Profile" button.
  • Make your updates and click the "Save Changes" button.

Modifying the intermediary profile data on an application also automatically updates their actual intermediary profile.


How To Add An Intermediary To An Application

To add an intermediary to an application:

  • Open up the application.
  • Click on the "Edit Application Form" button in the top grey box. A view will open from the left side.
  • In the tabs section, click "+ Intermediary".
  • Provide the required information and click the "Add Intermediary" button.

When a new intermediary is added to the application, their intermediary profile information is copied onto the application. This helps to ensure data integrity for approved and rejected applications as intermediary profiles may change over time.


How To Remove An Intermediary From An Application

To remove an intermediary from an application:

  • Open up the application.
  • Click on the "Edit Application Form" button in the top grey box. A view will open from the left side.
  • Navigate to the "Intermediary" tab.
  • Click the "Remove or Change Intermediary" button.

When an intermediary is removed from an application, their profile information is removed as well. However, other information related to the intermediary (such as documents, tasks, etc.) will not be automatically removed and must be manually edited.