Key Takeaways:
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Why Can't My Broker See My Financial Information After I Completed Frollo?
If you've completed the Frollo process but your Mortgage Broker doesn't have access to review your financial information, here’s what might have happened and what you can do:
1. Check for "Success!" Screen
The most common reason is that you did not complete the final 'Share with broker' step in your Frollo consent process.
After the final step is completed, a "Success!" screen is displayed. Please ensure you see this screen after selecting 'Share with broker' and 'Yes, I'm done'.
Tip: To access your account, login by:
- Reusing your unique invite URL (login top left of screen) or
- Selecting 'Get started' or 'Complete data sharing' from your invite email. You do not need to ask your broker to send you a new invite.
Example: Share with broker
Have you added all of your bank accounts? [Yes, I'm done]
Success! [Done]
2. Broker Access Time
Once the "Success!" screen appears, your mortgage broker can expect to have access to your financial information within their secure platform within a few minutes.
3. Data Sync Error
If you did see the "Success!" screen and your Broker still doesn't have access, a Data Holder (bank) data sync error may have occurred.
4. Contact Frollo Support
If you suspect a data sync error, please submit a Support Request to our team.