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Company & Office Info

Learn how to change your company and office information, plus additional customization for your clients

Written by Erica McGarvey

Maintaining an up-to-date brand in a rapidly evolving mortgage and real estate market is critical to ensure your clients follow you wherever you go. The Company section gives you control over your office information and branding details.

Accessing Company Settings

To update your company/office information, navigate to the Company section at the bottom left corner of your account.

What You Can Update

From the Company section, you can update information directly, including:

Company details:

  • Company Name

  • Company phone number

  • Company address

  • Company website

  • Company icon

  • Company logo

Office details:

  • Office name

  • Address

  • City

  • State

  • Zip code

  • Office phone

Not seeing the Company button?

The Company button is only visible to users who have been granted company admin access. If you don't see it, you'll need to request access from our support team.

Email [email protected] or send us a chat using the icon at the bottom right of your screen and provide the following:

Company Information:

  • Company Name

  • Company Address

  • Company Website URL

  • Company Phone Number

  • Company Logo (attach to your message)

  • Company NMLS ID (for Loan Officers)

If your office details differ from the above, also include:

  • Office Name

  • Office Phone Number

  • Office Address (Street, Suite #, City, State, Zip)

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