👨🏻‍💻 Admin-Assisted Registration Guide

Overview

Admin-assisted registration allows our team to create your account on your behalf. This service is ideal for clients who prefer personal assistance, apply over the phone, or need help navigating the registration process.

When to Use Admin-Assisted Registration

This service is perfect for:

📞 Phone Applications - Applied over the phone with our team

🏢 In-Person Applications - Visited our office or met with a representative

🆘 Need Assistance - Uncomfortable with online forms or need technical help

👴 Accessibility - Prefer personal assistance due to age or disability

🤝 Referrals - Referred by a partner organization

How It Works

Step 1: Contact Our Team

Reach out to CEG United LLC through:

Phone: Call our office to speak with a registration specialist

In-Person: Visit our office during business hours

Referral: Through a partner organization or financial advisor

Email: Request assistance at contact@cegunited.com

Step 2: Provide Your Information

Our administrator will collect:

Personal Details:

Full name (First, Middle, Last)

Email address

Date of birth

Gender

Phone number

Social Security Number

Funding Needs:

How much funding you need

Type of funding (Personal or Business)

Business information (if applicable)

Your current financial situation

Any special requirements

💡 Note: You do NOT need to create a password. We'll generate a secure temporary password for you.

Step 3: Account Creation

While you're on the call or in person:

Our administrator enters your information into our secure system

Your account is created immediately

Your funding application is submitted

You'll receive confirmation on the spot

Step 4: Check Your Email

Within minutes, you'll receive:

Welcome Email with your login credentials

Temporary Password (secure and randomly generated)

Verification Link to activate your account

Getting Started Guide with next steps

Visit the CEG United LLC website

Click "Sign In"

Enter the email address you provided

Use the temporary password from your email

You'll be prompted to verify your email (click the link in your email)

Access your dashboard!

What You'll Receive

Invitation Email Contains:

✉️ Personalized welcome message

🔐 Your temporary login password

🔗 Direct link to sign in

✅ Email verification link

📚 Quick start instructions

☎️ Support contact information

Immediate Access To:

Personal dashboard with funding application status

Document upload center

Credit report monitoring

Business management tools

Direct communication with our team

Your Security & Privacy

Password Protection

We generate a strong, random temporary password for you

You should change this password after your first login

We never see or store your permanent password

Passwords are never shared over phone or email (except the initial temporary one)

Information Security

All information is collected over secure channels

Your SSN is encrypted immediately

Only authorized administrators have access

We comply with all financial data protection laws

Your information is never shared without permission

Verification Process

You must verify your email address to activate your account

This ensures you own the email address provided

Verification links expire after 7 days for security

Changing Your Password

After your first login:

Click on your profile or settings

Select "Change Password"

Enter your temporary password

Create a new, secure password

Save changes

Password Requirements:

At least 8 characters

Include uppercase letter (A-Z)

Include lowercase letter (a-z)

Include number (0-9)

Include special character (!@#$%^&*)

Common Questions

Do I need to be present during registration?

Yes, initially. Our administrator needs to verify your identity and collect your information. This can be done over the phone or in person.

How long does it take?

10-15 minutes for the full registration process. Your account is active immediately after completion.

What if I can't remember my temporary password?

Check the email we sent you

Look in your spam/junk folder

Use the "Forgot Password" link on the login page

Or call us, and we can resend your credentials

Can I register myself instead?

Yes! If you're comfortable with online forms, you can use our Self Registration process instead.

Is there a cost for admin-assisted registration?

No, this service is completely free. We're here to help you access our platform.

What if I provided wrong information?

After Registration - Next Steps

1. Verify Your Email (Important!)

Check your inbox for our verification email

Click the verification link

Your account is now fully active

2. Change Your Password

Navigate to settings

Create a new, memorable password

3. Complete Your Profile

Add any additional information

Upload required documents

Link your bank accounts (for verification)

4. Review Your Application

Check your funding application status

Add any missing details

Track progress in your dashboard

5. Explore Platform Features

View your credit scores

Access educational materials

Set up notifications

Contact your assigned advisor

Advantages of Admin-Assisted Registration

✅ Personal Guidance - Real person to answer your questions
✅ Immediate Assistance - Get help right away
✅ Accuracy - Administrator ensures information is correct
✅ Accessibility - Perfect for those less comfortable with technology
✅ Faster - Often quicker than filling forms yourself
✅ Verification - Identity verified during the call
✅ Support - Ongoing relationship with your administrator

Troubleshooting

Didn't receive welcome email?

Check spam/junk folder

Wait 10-15 minutes (emails can be delayed)

Verify email address with administrator

Contact support for email resend

Can't log in with temporary password?

Make sure you're typing it exactly as shown (case-sensitive)

Copy and paste from the email to avoid typos

Check for extra spaces before or after

Use "Forgot Password" if still having issues

Email verification link expired?

System will offer to resend verification

Or contact support for a new link

Need to update information?

Navigate to your profile

Click "Edit" to make changes

Or contact your administrator for help

Need Help?

Contact Our Registration Team

Phone: [Contact number] (Mon-Fri, 9am-5pm)

Email: registration@cegunited.com

Live Chat: Available on website during business hours

In-Person: [Office address and hours]

What to Have Ready When Calling

Government-issued ID

Social Security Number

Current address and phone number

Email address you want to use

Information about your funding needs

Privacy Commitment

When you register with our assistance:

We only collect information necessary for your account

All administrators are trained in data privacy

Your information is encrypted and secured

We follow strict confidentiality protocols

You can request to see what information we have

You can request corrections to your information

You control who sees your data

👨🏻‍💻 Admin-Assisted Registration Guide

Overview#

When to Use Admin-Assisted Registration#

How It Works#

Step 1: Contact Our Team#

Step 2: Provide Your Information#

Step 3: Account Creation#

Step 4: Check Your Email#

Step 5: First Login#

What You'll Receive#

Invitation Email Contains:#

Immediate Access To:#

Your Security & Privacy#

Password Protection#

Information Security#

Verification Process#

Changing Your Password#

Common Questions#

Do I need to be present during registration?#

How long does it take?#

What if I can't remember my temporary password?#

Can I register myself instead?#

Is there a cost for admin-assisted registration?#

What if I provided wrong information?#

After Registration - Next Steps#

1. Verify Your Email (Important!)#

2. Change Your Password#

3. Complete Your Profile#

4. Review Your Application#

5. Explore Platform Features#

Advantages of Admin-Assisted Registration#

Troubleshooting#

Didn't receive welcome email?#

Can't log in with temporary password?#

Email verification link expired?#

Need to update information?#

Need Help?#

Contact Our Registration Team#

What to Have Ready When Calling#

Privacy Commitment#