All Collections
Account / Profile
How to: Update a Loan Officer Profile
How to: Update a Loan Officer Profile

This guide is intended to help you set up your very own Loan Officer Profile!

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

***UPDATED VIDEO COMING SOON***

Step One: In the bottom left corner of the screen click on the Gear icon.

After clicking on the Gear icon, a menu will come up. Click on My Profile on the right side of the menu.

Step Two: You’ll see the sections of your profile organized in the side menu. You can go through each section and fill out the fields to set up or update your profile.

UserSettings

Step Three: Be sure to click Save in the bottom of each section as you go through them.

Save
Did this answer your question?