Deactivate a Lender/Broker Relationship

When a lender wishes to discontinue sharing loan casefiles with a broker in the Desktop Underwriter® application, you can deactivate the lender/broker relationship.  This relationship can later be reactivated, if desired.

1. From the dashboard, click the Manage Lender/Broker Relationships link.
   
   
2. The Manage Lender/Broker Relationships screen appears. Select the Active radio button, then click SEARCH.
   
   
3. Narrow your search results by inputting additional details into one or more of the search fields. Depending on the search terms used, multiple users may be found.
   
   
4. Select the desired record. The profile information for the selected record appears. Click DEACTIVATE.