User Documents

Staff Roster

Create and manage Loan Officers.

Loan Officer Fields

These are all available options when creating a Loan Officer.

Username The username appears in the URL for the Loan Officer's page and is used to login to the Website Admin.
Password The password used to login to the Website Admin.
Priority The priority determines the order in which the Loan Officers are displayed. The highest priority is displayed first.
Featured Loan Officer If checked, the Loan Officer will be set as "featured".
Branch The branch that the Loan Officer belongs to.
Location The office or work location of the Loan Officer.
Picture The photo of the Loan Officer which will be displayed on their website.
Banner Image The banner image which will appear on the Loan Officer's website.
First Name,
Last Name
The Loan Officer's first and last name.
Email Address The email address where lead notifications are sent. This also appears on the Loan Officer's website.
NMLS# The Loan Officer's NMLS#.
Licensed States The states in which the Loan Officer is licensed. Use only the 2-letter abbreviations for this field and separate multiple states with a comma.
Job Title The Loan Officer's job title or position within the company.
Address,
City,
State,
Zip Code
The Loan Officer's business or mailing address.
Phone,
Ext.
The Loan Officer's primary phone number and extension.
Mobile The Loan Officer's cell phone number.
Fax The Loan Officer's fax number.
From Email,
Auto Responder Subject,
Auto Responder Text
The information used on the auto-response email that is sent to anyone who fills out a form on the Loan Officer's website.
Dropdown URL The Loan Officer dropdown will link to the Loan Officer's page unless you specify an external URL. (The url must begin with "http://".)
SmartApp1003 URL The Loan Officer "Apply Now" button will link to the SmartApp1003 by default. If you have another page or website you want to link this to, enter the URL here. (The url must begin with "http://".)
Facebook Link,
Twitter Link,
LinkedIn Link
The Loan Officer's social media pages URLs. (Each url must begin with "http://".)
Quote The quote that appears on the Loan Officer's website.
PreFlight User ID The Loan Officer's PreFlight user ID.
Velocify Posting URL The URL used for posting leads to Velocify.
Page Content The content that will appear on the Loan Officer's page (typically a biography or professional summary).

Add Loan Officer

Each Loan Officer that you create will appear on your Staff Roster page and have their own website.

Add a new Loan Officer:

  1. Go to Staff Roster.
  2. On the right side under the section labeled, "Add Staff", enter a username and password for the Loan Officer.
  3. Select the branch that the Loan Officer should belong to.
  4. Enter the first and last name and email address.
  5. Click "Add Staff Member".
  6. A new page will appear. Select the priority to determine the order in which this Loan Officer appears.
  7. Upload a photo of the Loan Officer by clicking "Upload Files" next to "Picture".
  8. Enter the NMLS#, Job Title, and Address.
  9. Type the Loan Officer's bio in the Page Content area.
  10. Click "Save Changes".

If you would like to create a Loan Officer but don't have any available, please contact your representative.

Edit Loan Officer

Edit the information that appears on the Loan Officer's page.

Edit a Loan Officer's information:

  1. Go to Staff Roster.
  2. Under the section labeled "Staff Roster" click the edit button next to the Loan Officer you want to update.
  3. Edit all fields you want to change.
  4. Click "Save Changes".

Delete Loan Officer

Deleting a Loan Officer will delete their website and remove them from the Staff Roster.

Delete a Loan Officer:

  1. Go to Staff Roster.
  2. Under the section labeled "Staff Roster" click the delete button next to the Loan Officer you want to remove.
  3. Click "OK" to confirm that you want to delete this Loan Officer.