Enable Borrower Single Sign-On (SSO) Options

Overview

The Company Dashboard allows your organization to manage multiple individual user accounts under a single Company Account. As a company administrator, you’ll have access to a variety of configuration options, including user management, system overrides, and global settings.

 

One of the available features is the ability to enable Borrower Single Sign-On (SSO).

 

Single Sign-On (SSO) allows borrowers to log in using credentials from trusted identity providers—such as Google or Facebook—eliminating the need to create and remember separate usernames and passwords. SSO helps streamline account access, reduces login friction, and enhances security.

 

To enable this feature, navigate to your Company Settings, where you can choose from supported providers or configure a custom SSO portal.

 

Note: If SSO is enabled, your company must select at least one SSO method (e.g., Google) to ensure borrowers can successfully link and access their 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:

 

 

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

 

 

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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.

 

 

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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.

 

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