Agent Help: An Agent Portal to View Your Clients’ Progress
The following is an overview of what to expect from our Agent Portal, a key resource for you as an A. B. Nicholas Agent. Familiarizing yourself with the portal can enhance your lead generation while remaining compliant with the mandate our licensed lending partners have given to us to “refer, not broker” transactions for A. B. Nicholas financial products. We welcome prospective agents’ questions and you can further Agent help via our Contact page, or if you are not yet an agent and want to go directly to applying, proceed to our Agent Application page.
Any legal cases of any kind, even those that have been dismissed or settled, other than divorce or misdemeanors, must be disclosed at the time of application. (Note please: Failure to do so may result in cancellation of your registration and a return of fees.)
Function and Purpose
The Portal is a password-protected, fully encrypted and SSL-secured space that serves to provide study materials, banners, a strong clickthrough system, and a graphical status report on all clients you have referred to us. It is designed to give agents a means to refer clients either manually or passively using the clickthrough system (failsafe because we only accept secure applications via the our website); and it is designed to provide you with automatic updates on your clients, passively by email, so you know at all times where in the process your client is and how long until funding.
Passive Clickthrough Method
Many agents simply set up a webpage with their unique clickthrough AIN code and await their portal email notifications on progress of any client transactions they have submitted. Paydays are always immediate upon receipt. If you should need Agent help with the clickthrough system, just contact us below
Clickthroughs for Passive Referrals
When using the clickthrough system, you can set up to learn all about the program with the latest up to date information by allowing them free run of the A. B. Nicholas website, or a specific page on the A. B. Nicholas website. Every A. B. Nicholas agent has a unique identifier (AIN) with the form /?AIN=1234-5467 that can be attached to any URL to tie a client to you as the referring agent. For example, if you wanted to add a URL to your website that took visitors to the main information page for our LeverageLine program, and be sure you are credited for that client when they eventually head to the Quote page to apply, it might look like https://abnicholas.com/leverageline/?AIN=(Your eight-digit AIN number).
We’ll Deliver it To You
We will supply you the URLs to specific pages if you wish, along with the exact code to go to those pages. Simply drop us a line using our Contact page.
Safety/Security of Using Passive Clickthrough
Because ABN will ONLY accept applications via our online application form, and because that form captures ANY and ALL clients who have first clicked on your unique AIN link, you are guaranteed being credited with all of your referrals, even those you may not know about who came to your page and clicked on your link.
Banners and Flyers
You can download any of the banners or flyers in the resource area, as well as PDF flyers, and link or add to your website or email with your clickthrough code attached. We can customize these for you if you wish; simply download and send us your flyer When the client clicks, a persistent flash cookie track travels with the client for up to a year, and identifies him to us when they apply for a LeverageLine — and as noted, they cannot apply for a LeverageLine by phone or email, only by the AIN-code-capturing form.
The system is automated and has yet to fail over many transactions, but you are free to send in your client list for extra assurance if you like but only if you are actively working with them (large list grab-bags won’t do). . Remember: regardless of how or in what manner they may contact us, or what conversations we may have with them, we will, by licensed lender institution agreement, only take applications for LeverageLine (or OpLine) via our secure online application form at https://abnicholas.com/quote.
To put it slightly differently, they cannot obtain financing from ABN without applying via the formal application form whereby your code, if they clicked on your code at any time in the prior year, will be captured and we will automatically record the client to you as your referral.
Clickthrough System Recommended – Even if Only as a Backup
After you sign up and are approved, you will set your ID and Password. Go to the Agents button at the top of www.abnicholas.com at the right and use your ID and PW to enter. At the top of your portal once you are in you will see My Agent Link – Get Link at the top of your home page. You can copy this link and place this on your website by linking to words such as “Click Here to Learn More” or even to a banner or a graphic. (Just remember: Legal compliance requires that if you choose to write your own text, it must be approved before publishing).
Note that for extra security against circumvention, you can additionally send the name of your client to us by email, or call the client in. We do not permit circumvention at A. B. Nicholas and provided that client is indeed yours and has not come to us through someone else, we will always credit the client to you.
Submitting Your Clients Manually (Entering Client Data Yourself)
If you’d like to collect your clients’ brokerage statement and ID and then go to our online LeverageLine form to apply on behalf of your clients after you collect their info, we welcome you to do so. Collection your client’s information then loading it into the secure application form ensures that you learn what is needed and that nothing is missing in the application process. It is not necessary, of course — the client is free to do so himself — but Agent collection of documents and information ensures there is nothing missing. To apply to register as an ABN Agent, please Click Here button at the top of the A. B. Nicholas website (https://abnicholas.com) to get to the form.
Manually Ensuring You Are Credited
On each of these forms is a Referring Agent box — simply enter your name here and the client/transaction is automatically credited to you and entered into your Portal area for confirmation and tracking. It’s as simple as that, and we instantly credit you upon receipt.
Security for All Applications
The biggest advantage of doing it this way is security. Your client’s sensitive documents are encrypted with DoD level 256-bit encryption, thereby avoiding the insecure channel of email. All document attachments go to a “virtual encrypted lockbox” that cannot be accessed except with a password and ID by the lending institution itself, and that ensures that only the licensed lending institution and A. B. Nicholas will have access to these documents. This is an important confidence-building feature for your clients. All documents are purged from the lockbox after use.
Updates and Progress
Information on any and all of your clients, no matter how they came to us, appears in your My Transactions area. Whenever a transaction is updated – whether status, notes, or any other part of the record — an email is instantly sent to you to notify you of the update and calling for you to login (http//abnicholas.com/login) with your PW and ID. If you have forgotten either, you can recover them easily at the same login window.
Feel free to log into your Agent Portal account frequently to check on the status of your clients, access news, and review new marketing materials. In your transaction file status, portfolio value, credit line value, rate, LTV, and your fee are shown in the My Transactions area of your Portal, and we intend to update these regularly.
Other Marketing Materials
In addition to banners, you can also access Word and PDF documents containing approved text that you can use verbatim or extract and use in websites or emails. Please keep in mind that we are only able to provide this service through our licensed institutional lending partners’ permission and because we have agreed to abide by a set of their strict marketing rules, and the most important of these is to never publicly place any information on the names of the licensed lenders in marketing, whether using the LeverageLine brand name or not.
Another item with which we have agreed as a condition to building a salesforce is that all marketing or web language about our LeverageLine program must be approved in advance. A. B. Nicholas follows daily latest updates to the program, and we know what can and cannot be said in marketing. Therefore it is imperative that you as an agent of A. B. Nicholas abide by these rules, which are also outlined in your Affiliate Agent Agreement.
We will be adding text documents and other items to the marketing materials library in the weeks and months ahead. You are free to download and use these texts as you wish. If you do not see what you seek, feel free to make a request.
For all these reasons, if you want to alter anything, please be sure to obtain approval before publishing ahead of time. If you have any questions, use our Agent Help contact number or link below.
Customize the look and feel of your site, pick a color scheme, upload an avatar graphic — the choice is yours. Choose Settings from the left menu to access this area of your Portal.
News and Announcements
A. B. Nicholas will provide examples of success stories, tips, news, and information on legal and compliance issues in this section. When you first log on, you will see these news items in your dashboard at the right. You can get additional Agent Help by calling or writing us.
Additional Agent Help
If you need further agent help at any time, Contact us or call us at 202.379.4744 Ext. 2. Leave a message if we are busy and we will return your call or email a response promptly. We welcome feedback.