This guide explains how to customize and maintain your company's information across your website.
Basic Information
Navigate to "Company" in the sidebar to access these settings:
Basic Info Tab
- Company Name
- NMLS
- Fannie Mae ID and Name
- Timezone
Contact Tab
- Company phone numbers (main, fax, toll-free)
- Company email
- Physical address
Licensing Tab
- Select licensed states
- Click "Select State for the Company"
- Choose applicable states and save
Favicon Tab
- Favicon (browser tab icon)
- Social share image (appears when website is shared on social media)
CRM and Newsletter Tab
- Enable/disable Etrafficers newsletter service
- Create custom email disclaimer for subscriber communications
Integrations Tab
- Connect third-party cloud storage for document backup
- Generate Zapier API key
Announcements Tab
- Create internal company announcements
- Posts appear on dashboard
Authentication Tab
- Set multi-factor authentication security level
- Options: high, medium, or low
Note: Changes made in these sections automatically update across your entire website, including headers, footers, newsletters, and automated emails. Complete these settings before proceeding to location setup.