EMG Help

New account registration overview

 New account registration process

Creating a supervisor user

User roles

New account registration overview

If this is a newly created account, you must register the account and create the initial supervisor user. Your sales representative will provide you with the information required to complete the registration process:

1)      The account number (provided by your sales representative)

2)      An account invitation code that is system generated and delivered via email to the account designated point of contact.

You will need the following information during the account registration, so be sure to have everything readily available:

·       The first and last name of the individual listed as the account point of contact

·       The zip code associated with the company address provided during account setup

During the account registration process, you will create a supervisor user. This supervisor user will subsequently have access to create additional supervisor users as required, as well as the normal users requiring access to order/view products.

 

New account registration process

1)      Ensure you have all of the information required to complete the registration process:

ü  The account number

ü  The account invitation code

ü  The first and last name of the account point of contact

ü  The zip code associated with the company address used during account setup.

Please contact your sales representative if you do not have all of the required information.

2)      Access the Equifax Mortgage Gateway portal to begin registration: https://emortgagegateway.equifax.com/login  

3)      Click the ‘New account registration’ button.

4)      You will be advanced to a page providing registration information. After you have read the information and are ready to proceed, click the ‘Next’ button.

5)      Enter all of the required account information and click the ‘Verify’ button.

6)      You will be prompted to create a supervisor user.

Creating a supervisor user

 

All userids must be unique on the Equifax Mortgage Gateway platform. If the userid desired is not available, you may want to consider modifiers, such as adding a number at the end or beginning of the userid.

 

User IDs must conform to the following

·       Minimum of 6 characters, maximum of 50 characters, no spaces

·       Alphanumeric and or special characters (exception of @; may not use email address as userid).

·       Lower- and upper-case characters are allowed; however, the userid will always be stored and displayed in CAPS.

Once you have created the supervisor user, you may login and create additional supervisor and normal users as needed. See User Roles for a description of the capabilities associated with each user type to determine the appropriate role for the users you create.

 

User roles

There are two distinct user roles for EMG:

1)      Supervisor: Account management. The supervisor role was designed to perform the following account management tasks:

§  Create Normal and Supervisor users

§  Assign product access rights

§  Edit Supervisor/Normal user profiles and reset passwords.

§  Delete or make users (both Normal and Supervisor roles) inactive when they no longer require access to the EMG platform.

§  Manage security features

§  Manage rules (UDM only)

The supervisor role may also be assigned any product access rights available to the normal user role.

2)      Normal User:  Access to order and retrieve Equifax Mortgage Solutions (EMS) products and services via EMG. The Normal User has the ability to perform the following activities based on product permissions assigned by the Account Supervisor:

§  Order products

§  View reports

§  Review recent orders placed for the account and linked accounts.

§  Search orders that match specified criteria.

§  Modify his/her profile and change password.