Pre-Approve Me Portal

Need to add an "Apply Now" or "Get my mobile app" button to your website or email signature? You need the portal.

Kailey Oswald avatar
Written by Kailey Oswald
Updated over a week ago

Step One: From the Dashboard, under Your Public Portal use the dropdown menu to select the realtor you would like to add.

Co-Branding-2

Step Two: Click the Open button to open your portal.

OpenPortal

Step Three: From the portal, you can copy the URL at the top of the page. This is the URL you will use for e-mails or a website.

URL-1

Step Four: If you added any Co-Branding the realtor will show up in the bottom left corner of the portal.

RealtorCoBranding

***NOTE*** The realtor's contact information will not show up on the loan application when a borrower clicks Apply for a Loan due to compliance.

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