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How do I share access to the digital application with my retailers?
How do I share access to the digital application with my retailers?

Learn how to register retail brokers to your account

Chris Shafer avatar
Written by Chris Shafer
Updated over a week ago

1. From your broker dashboard click Get Quote.

2. Within the tab Counterpart Digital Application, input the retail broker’s information to register them to your account.

3. Click Send Application if you would like Counterpart to email the retailer the digital application or click Start Application if you would like to email the retailer the digital application yourself.

4. You can view all your registered retailers within the retail broker table. You can always resend the digital application to a retailer through the retail broker table.

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