Enable Borrower Single Sign-On (SSO) Options

Overview

The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, you'll have access to different company settings, overrides, and users.

Among these settings, you'll have access to allow enable borrower single sign-on.

Single Sign-On ("SSO") lets individuals use one set of login credentials to authenticate across multiple apps and websites. SSO leverages trusted identity providers (like Google and Facebook) to make account creation and login faster and more secure! To enable this feature, you can navigate to your Company Settings and select the providers you want to use or add your own custom portal.

Using this feature can help your borrowers, as they will spend less time with forgotten passwords and login issues. If SSO is enabled, your company must have at least one SSO method selected (e.g. - Google) so that your borrowers can link their existing accounts. 

How to Set Up

From the team pipeline, choose the team name in the upper right-hand corner and select the option to navigate to the Company Dashboard:

 Navigate to Company Settings and then Basic Settings:

Scroll down to Borrower SSO and select the option to Edit Borrower SSO Settings:

Once here, you can Enable Borrower SSO, select which SSO Method(s) you would like to make available to your borrowers, and save any changes.

Note: If the Company SSO option is selected, you will be prompted to set that up further. Instructions for this can be found here.

Success! Now your borrower's can utilize the SSO option(s) to Apply Now or to Log In to your landing page. Once enabled, your borrower's can access the feature by following the instructions here.