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Mosaic User Configuration

The Mosaic integration requires users to additional configurations for any user using Mosaic on your Solo Proposals. Follow these steps to ensure a user can utilize the Mosaic integration on their proposals: 

  1. Open the user in Solo, using the User Search page. 
  2. Scroll to the bottom of the user profile and open “Lender Credentials”:Screenshot 2024-11-22 at 11.03.55 AM
  3. In the User Lender Credentials modal, add the Mosaic v2 Email. 
    1. This should be the email that is used when the user logs into the Mosaic portal.
  4. Don’t forget to save both the lender credentials and the user!