Loan teams should confirm their profile details after account activation.
Confirm profile details
1. Click your settings 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#
e. Email Address
f. Loan officer Page URL, if available.
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.
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.
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