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Getting Started FAQs

  • How do I reset my password?

    If you have forgotten either your User ID and/or password, please follow these simple steps:

    • Click the “Click here for Assistance” link, at the top right hand of the homepage screen
    • Select either “I don’t know my Password” or “I don’t know my User ID” and click “Submit”
    • Enter your email address in the box provided and click “Submit”
    • Follow the system prompts and you will be able to receive a user ID reminder or password reset via email at the address you provided during registration

    You can also call Customer Service at 1-855-787-8439 for any questions or password resets

  • What happens the first time I log into Purview?

    • The first time you log into Purview, you will be prompted to change your password if your old password does not meet the new security requirements
    • In addition, you will also be prompted to accept the End User License Agreement (EULA). You only have to accept the EULA once
  • What is the End User License Agreement?

    The End User License Agreement is the document which outlines the terms and conditions for using the product. This window serves as confirmation that you have read and agree to the terms and conditions as outlined in the EULA.

  • Can I print a report?

    Yes. To print your report you can:

    • Click the Print Report icon that is located at the top right of each report
    • Use the File > Print option from your browser
    • Create a PDF document if you have access to a PDF writer
  • Does Purview have to be installed on my PC?

    No. Purview for Mortgage Brokers is a web-based application. There is no install requirement.