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  1. šŸ“ Registration

šŸ‘Øā€šŸ’¼ Broker-Assisted Registration Guide

Overview#

If you've been referred to CEG United LLC by a financial broker or partner, you'll be registered through our broker system. This creates your account and maintains your connection with your referring broker for ongoing support and service.

What is Broker Registration?#

When you work with a registered broker or financial partner:
They help you apply for funding
They register your account on your behalf
You remain connected for ongoing support
They can assist with future applications
You get expert guidance throughout the process

How It Works#

Step 1: Meet with Your Broker#

Your broker will:
Discuss your funding needs
Explain the CEG United LLC platform
Help you understand your options
Collect necessary information
Submit your registration

Step 2: Provide Your Information#

Your broker will collect:
Personal Details:
Full name (First, Middle, Last)
Email address
Date of birth
Gender
Phone number
Social Security Number
Funding Needs:
Requested funding amount
Funding type (Personal or Business)
Business information (if applicable)
Your financial situation
Special requirements
šŸ’” Note: You do NOT create a password. The system generates a secure temporary password for you.

Step 3: Account Creation#

Your broker:
1.
Enters your information securely
2.
Submits your funding application
3.
Creates your account
4.
Links you to their broker profile
5.
Confirms your registration

Step 4: Check Your Email#

Within minutes after registration, you'll receive:
Broker Invitation Email with personalized greeting
Temporary Password to access your account
Verification Link to activate your account
Login Link direct to our platform
Your Broker's Contact Information
Getting Started Guide

Step 5: First Login#

1.
Check your email for the invitation
2.
Click the login link or visit our website
3.
Click "Sign In"
4.
Enter your email address
5.
Use the temporary password from your email
6.
Verify your email (click link sent to inbox)
7.
Access your dashboard

Your Broker Connection#

What It Means#

You're registered under your broker's account
Your broker can view your funding applications
Your broker can assist with future applications
You remain connected for ongoing support
Your broker may earn commission on approved funding

Benefits of Broker Connection#

Expert guidance throughout the funding process
Personal relationship with your broker
Faster application assistance
Help with questions and issues
Ongoing financial consultation
Trusted partner relationship

Your Privacy#

Brokers only see necessary information
They cannot change your personal data
Your financial details remain private
You control your account settings
All connections are transparent
You know who your broker is

What You'll Receive#

Broker Invitation Email Contains:#

šŸ‘‹ Personal greeting from your broker
ā„¹ļø Explanation of broker relationship
šŸ” Your temporary login password
šŸ”— Direct link to sign in
āœ… Email verification link
šŸ“ž Broker's contact information
šŸ“š Quick start guide

Immediate Dashboard Access:#

View funding application status
Upload required documents
Monitor credit reports
Track application progress
Communicate with broker
Access support resources

Security & Privacy#

Your Account Security#

Temporary password is randomly generated and secure
Change your password after first login
We never share passwords with brokers
Your permanent password is private
Use strong, unique password

Information Protection#

Your SSN is encrypted immediately
Bank-level security for all data
Only authorized users have access
Comply with financial protection laws
Broker access is limited and logged
You control your information

Email Verification Required#

Verify your email to activate account
Ensures you own the email address
Protects against unauthorized access
Verification links expire after 7 days

Changing Your Password#

After your first login:
1.
Go to your profile or settings
2.
Select "Change Password"
3.
Enter your temporary password
4.
Create a new, strong password
5.
Save your changes
Password Requirements:
At least 8 characters
Uppercase letter (A-Z)
Lowercase letter (a-z)
Number (0-9)
Special character (!@#$%^&*)

Common Questions#

Who is my broker?#

Your broker's name and company are shown in:
The invitation email you received
Your profile settings
Dashboard header (if applicable)

Can I change brokers?#

Contact our support team to discuss broker changes. We'll work with you to ensure a smooth transition.

What information can my broker see?#

Your broker can view:
Your funding applications and status
Application documents
Basic profile information
Communication history
Your broker CANNOT:
See your passwords
Change your personal information without permission
Access your bank account details
View your full credit report

Do I pay my broker?#

No. Your broker may earn a commission from CEG United LLC on approved funding, but you do not pay them directly.

Can I contact my broker through the platform?#

Not yet, but this feature is coming soon. For now, use the contact information provided in your invitation email.

What if I registered myself and now work with a broker?#

Contact support, and we can link your existing account to a broker with your permission.

Is my information shared with anyone else?#

No. Your information is only shared with:
Your assigned broker
CEG United LLC administrators (for processing)
No third parties without your consent

After Registration - Next Steps#

1. Verify Your Email#

Check inbox for verification email
Click the verification link
Account is fully activated

2. Change Your Password#

Log in with temporary password
Navigate to account settings
Create new, secure password

3. Review Your Application#

Check funding application details
Verify all information is correct
Add any missing documents
Track application status

4. Complete Your Profile#

Add additional information
Upload required documents
Link bank accounts for verification
Set notification preferences

5. Stay Connected with Broker#

Save broker contact information
Reach out with questions
Use them as your funding resource
Maintain professional relationship

Advantages of Broker Registration#

āœ… Expert Guidance - Professional assistance throughout
āœ… Personal Relationship - One-on-one support
āœ… Faster Process - Broker handles paperwork
āœ… Ongoing Support - Help with future needs
āœ… Trusted Advisor - Professional consultation
āœ… Application Assistance - Help with complex applications
āœ… Industry Knowledge - Broker expertise benefits you

Troubleshooting#

Didn't receive invitation email?#

1.
Check spam/junk folder
2.
Wait 10-15 minutes for delivery
3.
Contact your broker to resend
4.
Verify email address with broker
5.
Contact support if still missing

Can't log in with temporary password?#

Type it exactly as shown (case-sensitive)
Copy and paste from email
Check for extra spaces
Ensure caps lock is off
Use "Forgot Password" if needed

Don't know who my broker is?#

Check the invitation email
Look in your profile settings
Contact support with your email
We can identify your broker

Want to disconnect from broker?#

Contact support to discuss options. We'll help you understand implications and make changes if appropriate.

Broker not responding?#

Contact CEG United LLC support:
We can reach out to your broker
Assign backup support if needed
Ensure your needs are met

Contact Information#

Your Broker#

Check invitation email for contact details
Phone, email, or office location provided
Reach out with questions about your account

CEG United LLC Support#

Phone: [Contact number]
Email: support@cegunited.com
Live Chat: Available on website
Hours: Monday-Friday, 9am-5pm

When to Contact Support vs. Broker#

Contact Broker For:
Funding application questions
Document requirements
Application status
Financial guidance
Future funding needs
Contact Support For:
Technical issues
Password problems
Account access issues
Platform features
General inquiries

Your Rights & Privacy#

You Have the Right To:#

Know what information we collect
Access your personal data
Request corrections to information
Understand how data is used
Know who has access to your data
Request account deletion
Change privacy settings

Broker Code of Conduct#

All brokers must:
Respect your privacy
Act in your best interest
Maintain confidentiality
Follow ethical guidelines
Provide accurate information
Disclose commission arrangements

Next Steps with Your Broker#

Build Your Relationship#

Schedule regular check-ins
Ask questions freely
Share your financial goals
Discuss funding strategies
Plan for future needs

Maximize Your Partnership#

Be responsive to broker requests
Provide documents promptly
Keep information current
Communicate needs clearly
Trust the process

Long-Term Success#

Use broker as ongoing resource
Seek advice on financial decisions
Apply for additional funding as needed
Refer friends and family
Build financial future together
Modified atĀ 2026-01-15 16:48:26
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