Loan Officers

The Loan Officers tab is where you can create and modify profiles and websites for each loan officer. You can enter loan officer information such as profile photo, contact information, NMLS ID, and bio.

You can also easily create Loan Officer Sites using this feature, as explained below.


Add a Loan Officer

Follow the step-by-step instructions to add a Loan Officer:

  1. Go to the "People" section via the main administrative menu at the top of the page.
  2. Choose "Loan Officers" from the list.
  3. Click the "Add Loan Officer" button at the top right section of the page.
  4. Enter the Officers information into the fields, then click "Add" to save.

 

This will return you to your list of Loan Officers. You can add, edit, or delete them from here.


Create a Loan Officer site

Follow the step-by-step instructions below to create a Loan Officer site:

  1. Follow the steps above to first add an Officer, then click the "Action" tab next to the Officer and choose "Create Site"
  2. Enter the Domain name you'd like to use for the site, then click "Create"

 

This will return you to your list of sites. Find the site you just created and click on its name to view it in your browser.


Next, we will talk about managing your Contacts.