Open your vendor list
Open Vendors from Settings. The page is available to Owners, Admins, and Processors, subject to action permissions.
Add a vendor
- Select the add-vendor action.
- Choose Vendor Type: Lender, Title, Escrow, Appraiser, Insurance, or Other.
- Enter Company Name.
- Complete the relevant contact fields shown in the form.
- For a lender, add the optional lender type when useful.
- Save and confirm the record appears in the list.
Edit a vendor
Use the existing vendor’s edit action. Review the company and type before updating contact details so you do not accidentally change the wrong partner.
Keep records useful
Use consistent company names and maintain current contacts. Search for an existing partner before adding a duplicate. Vendor records help organize your partners; they do not automatically connect a lender’s external system.
Related setup
For pricing programs, open Rate Sheets. For connected services, open Integrations.