Create and Manage Introducers

Topic: Options | Last Updated: 17/02/2014

DebtKit allows you to create multiple introducers so advisors can assign an application to an introducer. Introducers can also sign in to check on the status of applications they are assigned to.

Create A New Introducer

To begin managing users, go to 'Options' on the menu. Next, click 'Introducers' on the submenu.

To add a new introducer, click the 'New Introducer' button in the top-right of the screen.

You are then required to a description for the introducer and a Lead Group.

You can allow the introducer to sign into DebtKit so they can view the status of any leads they have provided. They will then be emailed a link to sign into DebtKit along with their email address and a randomly generated password.

Click 'Add Introducer' button in the bottom-right of the screen to add the introducer.

Editing and Deleting Existing Introducers

You can also edit and delete existing introducers by selecting the introducer in the list and clicking the appropriate button that will appear above the list.