How to Add Additional Participants to a Deal

Brokeredge automatically adds applicants and co-applicants—and in many cases, even realtors and solicitors—from your submission platforms. However, if you need to add another participant manually, follow these simple steps:

1. Locate the Mortgage Participants Section:
   • In split view, click the Add New button within the Mortgage Participants section.
   • In regular view, the Add New button is found at the bottom.
2. Add the Participant:
   • Click Add New and enter the participant’s details (e.g., assign them as the real estate agent).
   • Click Save to link the person to the deal. This process takes just a minute.

Once added, the participant will appear in the Mortgage Participants list, clearly showing their role in the deal. This flexible feature allows you to include as many additional people as needed, ensuring every role is accurately represented.