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Category: Master and Sub-Accounts
  1. What is a Master and Sub-Account?
  2. How do I establish a Master Account?
  3. How do I remove a Sub-Account member from my Master Account?
  4. Can the same member have a Sub-Account and a Master Account ?
  5. How does the "Can Send Inquiries" checkbox in the Sub-Account Section work?
  6. How do I create an Account?



  1. What is a Master and Sub-Account?
    Every account begins as a Master Account and, at the member's option, Sub-Accounts may be added. The purpose of Sub-Accounts is to enable users to share a pool of LoanMLS Credits. The benefit of sharing Credits is that the Master Account holder may buy Credits in bulk and receive a discount. Another benefit is that the Master Account holder receives one statement of LoanMLS Credits useage for all Sub-Accounts which makes accounting for Credits spent easier. To add a Sub-Account select the Account menu item, the Sub-Accounts. Select Create Sub-Account, and enter the requested information. A Sub-Account is used when there may be more than one individual in an office/company authorized to use a pool of credits. Credits are the currency of LoanMLS and are less expensive when purchased in larger quantities. The Sub-Account feature enables your firm to take advantage of the volume discount by allowing multiple persons within your company/office to access the same credits account.
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  2. How do I establish a Master Account?
    As soon as you register for LoanMLS, a master account is automatically created with the email address and screen name you entered. You can either leave this as a single account and use for yourself, or you can add Sub-Accounts to your master account. A Sub-Account enables you to add colleagues to your master account so you can share LoanMLS credits. Since credits are less expensive when purchased in bulk, this enables your firm to post loans for sale at a reduced cost.
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  3. How do I remove a Sub-Account member from my Master Account?
    From the Sub-Account menu within Account, select edit by the user you wish to remove, then check the disable this account box, then Save Changes. Users are only disabled but not actually removed so that historical information may remain in the system.
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  4. Can the same member have a Sub-Account and a Master Account ?
    They may, but they must use unique email addresses.
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  5. How does the "Can Send Inquiries" checkbox in the Sub-Account Section work?
    The "Can Send Inquiries" checkbox enables a Sub-Account to send inquiries directly to other members in LoanMLS. If the box is checked, the sub-account can send inquiries, but instead of going to the listing member, they are re-directed to the master account holder. Why would you want to use this? One application of this feature is for private money loan brokers with a group of clients. The clients can be set up as sub-accounts and all the emails are directed through their broker. In this way, the clients can browse and inquire through LoanMLS and know that their broker is managing the follow up and due diligence process.
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  6. How do I create an Account?
    As soon as you register for LoanMLS, an account is automatically created. You can either keep this account as an individual account and use for yourself, or you can add Sub-Accounts to your individual account. A Sub-Account enables you to add colleagues to your master account so you can share LoanMLS credits. Since credits are less expensive when purchased in bulk, this enables your firm to post loans for sell at a reduced cost.
    105 visitor(s) thought this was helpful. Do you? Yes, it was helpful No, it was not helpful




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