Some Lenders require your Expert Profile Number (ID) to be able to connect you to your brokerage & team.
A user profile is created for each user in Expert. The profile number is your distinct account identifier in Expert. This is usually determined by the firm, broker or administrator, and consists of the following settings.
User Information - name, phone, address, etc.
User Type - the user's title (broker, agent, associate, regional manager, administrator, or assistant), which in turn dictates their level of responsibility. Each user type is associated with a corresponding set of user rights that determine what functionality can be performed in Expert based on their level of responsibility.
User Rights - is a set of options that determine what functionality can be performed in Expert, such as pull credit bureaus, submit to lender, etc. Each set of user right is associated with its corresponding user type. However, the individual options within the set of user rights can be changed to meet a specific user's needs. For example, typically a user type of Assistant cannot pull a credit bureau on a deal, but this can be changed if needed.
Deal Access Rights - what deals the user can access.
User Association and Options - associate one user with another user so that both users are automatically on each deal. Select Life Insurance provider, select third party services, etc.
Where do I find my Expert Profile number?
When logged into Filogix, you will see it under your "User" information.
