How do I register my company or organization so we can begin using the site?
Click on Register Organization, complete all required fields, agree to the Terms and Conditions and click the Register Organization button. Your request will be processed and you will receive notification when the registration is complete. The email will also contain instructions for setting up your users. If there were issues, you would be contacted before your registration request is processed.
Registration Guidelines:
1. All fields, except comments, are required to be completed on registration form.
2. Our registration policy requires users have an email with their name or initials rather than generic email addresses.
3. We do not allow shared or group email addresses.
4. We require two different administrators to be setup, each with their own separate individual email addresses.
5. We require your company’s nine-digit Tax Identification Number (TIN) be provided to access the B2B Lender Portal. It is used to confirm and validate your organization.
How do I change my email address?
Your email address is your user ID. We recommend if you need to change your email address, that you register a new user account instead and have your administrator disable your old account.
I've completed the User Enrollment but have not received an email with my temporary password.
Contact your administrator. The following could be the problem:
* You incorrectly entered your email address during registration.
* You incorrectly entered your administrator's email address.
* Your administrator has not yet approved your registration.
What do I do if I cannot remember the answers to my security questions?
Contact your administrator. Your administrator can manually reset your password so you can log in and make changes to your security questions.
Why is my account disabled?
Contact your administrator to enable your account. Your account is automatically disabled after 30 days of inactivity. Note: Your account will be deleted after 90 days of inactivity.
I'm logged in. How can I modify my account information?
From the main page ( click the Modify Your Profile button. Enter your Login ID and Password. Make the necessary changes and click Submit.
Where is the administration area?
Navigate to Enter your login ID and password and click Login. You will be taken to the administration area where you can approve users, change a user's profile, reset a user's password and enable/disable user access.
I am an Administrator. What do I do if I cannot remember the answers to my security questions?
Contact another administrator for your company to manually reset your password. Once done, you should be able to login.
I am able to log into the Administration site or the Search site, but not both. What do I do?
Close all other browser windows and tabs, and try again. Both sites use the same login and password but there is a known issue when trying to log into both sites at the same time.
For any other questions about registration or using the B2B Lender Portal, email Note: this email address will not provide policy or billing information.