DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (firstname.lastname@example.org) for more information on what features are enabled for your use.
Loan teams should confirm their profile details after account activation.
Confirming profile details
1. Click your initials on the pipeline screen.
2. Select Account from the drop-down option.
3. Make sure the following information is correct:
a. Full Name
b. Phone number
c. NMLS ID#
Note: If any information needs to be edited, contact your admin to make changes.
Note: If your institution has enabled editing feature, make any necessary edits and click the Save Changes button.
Version: 1.0 Rev: 8/9/19