You can revisit this tutorial any time by clicking the ‘?’ in the top right corner of the Pup platform.
First of all, on the Profile page copy and paste your email signature, this will get you ready to use Pup.
Head to the Client Page and select either:
Time to request their consent to share their data, the consent lasts 12 months once granted. Either:
The client will receive your unique link by one of the methods above, using this they will complete a One Time Password email address verification via Adatree (the Open Banking data provider), then opt in to sharing their data and finally be directed to their Lender's portal to log in and finalise the sharing.Step 3
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