Adding a New Team Member (Loan Officer)

1. Log into your website administration panel.
2. Navigate to Users
3.  Click the orange Add Loan Officer button in the top right corner.
   
4. Enter:
   • First Name
   • Last Name
   • Email Address
   • NMLS Number
   • Phone Number
   • Job Title
5. Assign the appropriate seat/license.
6. Save changes.
7. Publish or refresh the website.

Benefits

• User receives platform access.
• Profile pages can be generated automatically.
• User can manage their own content.