How do I add a mortgage packager to CCD?

To add a product provider to the list of mortgage packagers, follow the simple steps below.

Within the CCD system navigate to Setup > Providers:


Locate the product provider you wish to add as a mortgage packager and click the More button.

Next, click on the Information tab:


Click the Services tab and choose Mortgage packager from the drop down menu, next to Groups to which the Provider belongs.

Your chosen provider will now appear as a mortgage packager.