This guide explains how to set up and manage office locations for your company.
Adding a New Location
- Select 'Locations' from sidebar
- Click 'Add Location'
- Enter location details
- Save information
- Add state licensing for the location
Assigning Users
You can assign loan officers to locations in two ways:
- Through the location's 'Users' tab
- Via individual user profiles
Multiple Office Settings
For loan officers working at multiple locations:
- Access their user profile
- Navigate to locations tab
- Designate primary location
Note: Primary location information appears on loan officers' websites, newsletters, and marketing materials.