Setting up your Broker Profile

Your Broker Profile is how clients recognize you and how we customize your experience. Keeping it up to date is crucial for proper document routing and notifications.

Steps to Update Profile

1. Log in to your Dashboard.
2. Click on the Settings icon in the top right corner.
3. Navigate to the Profile tab.
4. Update your NMLS Number, Contact Email, and Phone Number.
5. Click Save Changes.

Profile Photo

We recommend uploading a professional headshot. This photo will appear on the borrower's portal, giving them confidence they are working with a real expert.