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I'm a wholesaler, how can my retail agents submit on my behalf?

Learn how to register retail brokers to your account

Chris Shafer avatar
Written by Chris Shafer
Updated this week

If you're a wholesaler and would like to allow your retail agents to submit applications through Counterpart’s Dashboard on your behalf, follow these steps:

  1. Log in to your Counterpart Dashboard.

  2. Navigate to the "Retail Agents" section on the left-hand sidebar.

  3. Click “Add Retailer” in the top right corner.

  4. Enter your retailer’s contact information.

Your retailer will receive an email invitation to join the Counterpart Dashboard. Once they accept, they’ll be able to submit applications directly—these submissions will also appear in your wholesaler dashboard for full visibility.

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