How do I log in to Q2 Relationship Insights?

In this Article

Log in to Q2 Relationship Insights

Q2 website footer with the Login link highlighted.
  • Enter your username, then select Next to open your login page.

login page with a Username field and Next button.
login page with a Username field and Next button.
  • Bookmark your login page for future reference.

  • Enter your password, then select Login. If your company supports Single Sign-On, use your company credentials instead.

login page with a username entered, an empty Password field, and a Login button.
login page with a username entered, an empty Password field, and a Login button.

Your bank might not have a specific subdomain. In that case, your login-page URL may be application.precisionlender.com or application2.precisionlender.com.

Note

If your bank has set up PrecisionLenderQ2 Relationship Insights so that you need to log in to a CRM such as Salesforce or Dynamics before you price Opportunities, you'll log in through your CRM.

Use your username

Your username should be your email address.

If you have more than one email address, use the same version of your email address that was used to create your account. For example, use JSmith@MyCompany.com or John.Smith@MyCompany.com, depending on which address is associated with your account.

Log in with company credentials

If your company is configured to use PrecisionLenderQ2 Relationship Insights's Single Sign-On (SSO), the login screen changes after you enter your username.

An additional Company Login button appears next to the standard login button. Depending on your company’s SSO configuration, the password field may be disabled.

  • If your company has a custom login address, use that address to sign in with SSO.

  • If Company Login appears after you enter your username, your company is configured to use PrecisionLenderQ2 Relationship Insights SSO.

  • If Company Login does not appear after you enter your username, your company does not use PrecisionLenderQ2 Relationship Insights SSO.