Navigation:  Loans > Loan Screens > Investor Reporting Screen Group > Investor Portal Security Setup > Investor Access

Once the appropriate employees at your institution have been set up with the proper security for creating/editing user profiles in GOLDPoint Systems' Third Party Security application, these employees can then grant investors access to the Investor Portal. Like employees at your institution, investors must have user profiles set up in Third Party Security.

 

 

Follow the steps below to set up your investors with proper security for logging in to the Portal.

 

1.Log in to the GOLDPoint Application Portal through the web address designated by your institution. If this is your first time logging in to this site (using the username and temporary password provided by your supervisor), you will need to provide name, email, and phone number information to complete your profile setup.

 

2.Open the Third Party Security application. If you do not have access to this application, a supervisor will need to assign your user profile to the proper security template.

 

 

3.If a security template has already been created for investors, proceed to step 4. If not, a security template will need to be created by following the steps below:

 

I.Click Templates at the top right of the screen to open the templates menu.

II.Click Add Template to open the Template Info dialog (see below).

III.On the Template Info dialog, enter a name and brief description for the template.

IV.Go down the list of Products and indicate the proper security that investors using the template will need for each product. The only security investors should be granted is Viewer access to the Investor Portal product, restricted to only branches, loan types, and/or investor master/group numbers servicing loans the investor is authorized to view. All other product checkboxes should be left blank. Remember that the Vaulting checkbox must be used to indicate whether investors are allowed to view original documents (checkbox is marked) or must view watermarked documents instead (checkbox is blank).

 

If the investor is properly restricted from all other products, they will be taken directly to the main Investor Portal screen when they log in to the Application Portal.

 

 

4.Create an investor's user profile (and assign it security) by following the steps below:

 

I.Click Users at the top right of the screen to open the user menu.

II.Click Create User to open the Add Third Party User dialog (see below).

III.On the Add Third Party User dialog, designate a username and temporary password for the employee.

IV.Use the checkbox fields to assign templates to the user profile. If the desired template isn't available, it will need to be created (see step 3).

V.Click <Save>.

 

When the investor logs in to the Application Portal for the first time using these credentials, they will be required to set a new password for themselves as well as provide name, email, and phone contact information.

 

 

Once you have created a username for an investor, that investor will appear in the Users list even if they have not yet logged in for their first time (if they don't appear in the list automatically, you can still use the Search Users field to find them). From the Users list, you can add or remove security templates from user profiles, disable individual profiles, reset profile passwords, or change basic profile information.
 
Once investors have been set up with a profile and are assigned proper template security, they will be able to log in to the Investor Portal.