How to Add Partners

This guide explains how to set up and manage a partners page to showcase your business connections at both company and loan officer levels.

Checking for Existing Partners Page

1. Go to Website > Edit Website
2. Look for "Our Partners" page
3. If page exists but is hidden:
   • Click 3 dots next to the page
   • Uncheck "Hide from Menu" to make visible

Creating a New Partners Page

1. Click "Add Page" in website editor navigation
2. Enter page title and click "next"
3. Select any layout
4. Click "Add Row"
5. Select "About" category
6. Choose the "partners" row option
7. In row settings, toggle switch to show company partners on loan officer websites if desired

Adding Partners

1. Select "Partners" from sidebar
2. Click "Add Partner"
3. Configure settings:
   • Select user (company or individual loan officer)
   • Choose category
   • Complete partner information form
4. Click save

Adding Partner Images

1. Click "Edit" on partner listing
2. Select image tab
3. Upload:
   • Headshot under image tab
   • Company logo under logo tab
4. Click save

Note: While website administrators can add company-wide partners, loan officers can add their own partners that appear only on their individual pages.