Mortgage Settings

Mortgage Settings allows you to manage your settings for loans, loan officers, and branches. 

In this section, you can assign a Loan Officer and/or Branch to your site. Loan Officer sites and Branch sites need this information in order for it to be displayed on the home page.

You can choose the state(s) in which you or members of your organization are licensed to work using simple check boxes. If there are no officers in the state that a loan application is coming from, it will be directed towards your corporate branch.

Another great feature of this section is the loan application redirect option. This allows you to enter a custom URL to which the user will be redirected upon completion of an application.

You can also choose your Milestone display settings here if your site is connected to the LOS.


Next, we will talk about choosing your Theme.