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Updating Company Contact Info

This ability is only available to users with a Super Admin (User) account. Admins(Approved Contacts),  Branch Managers and Loan Officers do not have access to this section.

To edit the company contact information, use the top navigation and select “My Account” >> “Profile”.

You will then be presented with a form that includes all of the company’s contact information including,

Name, NMLS, email, phone numbers, address and billing address.

NOTE: Updating the email address on this page will update the email address to which Submitted Loan application notifications are sent as well as all general system notifications are sent to.

Billing Information

This ability is only available to users with a Super Admin (User) account. Admins (Approved Contacts), Branch Managers and Loan Officers do not have access to this section.

To manage billing, use the top navigation and select “My Account” >> “Invoices & Payments”.

On this page, you will be presented with a list of your invoices as well the payments that you have made. 

You can make a new payment by clicking on the blue button titled: “New Payment” near the top of the page.  You will also see options to “Manage Credit Cards” and “Authorize Auto Payments”

Make a Payment

Follow the above instructions to navigate to the “Invoices & Payments” page.  Then click on the “+Add New Payment” button near the top of the page. Then Follow the on-screen instructions.

Enable/Disable Auto-Payments

Follow the above instructions to navigate to the “Invoices & Payments” page.  Then click on the “Authorize Auto Payments” button near the top of the page.  Then Follow the on-screen instructions.

Manage Credit Cards

Follow the above instructions to navigate to the “Invoices & Payments” page.  Then click on the “Manage Credit Cards” button near the top of the page.  Then Follow the on-screen instructions.

 

Manage Products / Orders

This ability is only available to users with a Super Admin (User) account. Admins(Approved Contacts),  Branch Managers and Loan Officers do not have access to this section.

To see which products you currently have, order new products, upgrade products, or remove products from your package, navigate using the top menu to “My Account” >> “Orders”.

On the “Orders” page you will be presented with the list of products you have enabled.  You can also use the blue buttons near the top of the page to: Place a New Order, Upgrade an order, or downgrade an order.  To cancel a previous order, find it in the list of orders and click on the red “X” underneath the “Action” column.

Managing Domain Names

This ability is only available to users with a Super Admin (User) account. Admins(Approved Contacts),  Branch Managers and Loan Officers do not have access to this section.

More Information Coming Soon.

Manage Company State Licensing

This ability is only available to users with a Super Admin (User) or Admin (Approved Contact) account. Branch Managers and Loan Officers do not have access to this section.

To manage company state licensing, navigate using the top menu to “My Account” >> “State Licensing”

On the State Licensing page, you will see a list of every state with a checkbox that indicates whether or not your company is licensed in that state.

Each state also has a Edit (Pencil) icon that will bring up a small textbox where you can enter specific state license numbers as well any verbiage that the state might require you to include on your website.