Confirm profile details - for loan officers

Modified on Thu, Apr 10 at 11:50 PM

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.

2022-09-26_13-14-46.jpg

3. Make sure the following information is correct:

a. Full Name

b. Phone number

c. NMLS ID#

d. Title

e. Email Address

f. Loan officer Page URL, if available.

2022-09-27_16-29-33.jpg

 

 

tip_5.png  Note: If any information needs to be edited, contact your admin to make changes.

tip_5.png  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 (support@blend.com) for more information on what features are enabled for your use.

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