---
schema_version: "1"
id: 7e98fa6f690a1b89eb65dbd4ce38680f934002156e76f6657589e7c3c05df62c
title: Simplify Intermediary Firm Onboarding for Digital Lending
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/260-0-0/rn_fsc_simplify_intermediary_firm_onboarding.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_simplify_intermediary_firm_onboarding.htm&release=260&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8afd670eaf31f39c15f319e011afdac93fe6ffe4b7ba3e344ac7f4470cbc637f
description: Speed up registration for intermediary firms with automated workflows for due diligence, verification, and approval. Track every step, document, and communication in one portal to keep the process transparent. Use integrations to check licenses and backgrounds, reducing manual work and risk. After approval, automatically set up the intermediary account and transfer employee management to the firm admin.
products:
  - Cross Cloud Packages Solutions
release: "260"
---
# Simplify Intermediary Firm Onboarding for Digital Lending

Speed up registration for intermediary firms with automated workflows for due diligence, verification, and approval. Track every step, document, and communication in one portal to keep the process transparent. Use integrations to check licenses and backgrounds, reducing manual work and risk. After approval, automatically set up the intermediary account and transfer employee management to the firm admin.

**Where:** This change applies to Lightning Experience in Enterprise and Unlimited editions with the Digital Lending permission set.