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How to Update Company and Office Information
How to Update Company and Office Information

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

Erica McGarvey avatar
Written by Erica McGarvey
Updated over a week ago

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 and Office settings offer you complete control of your brand.

Updating your Company Settings

To update your company/office information, navigate to ACCOUNT and stay on the Profile tab.

You can keep your company settings and office details from there.

Customizing your Digest Settings

Want more customization on what your client's see? Within the Digest Settings tab, you can:

  • Turn off both short-term and reverse mortgage modules

  • Choose between displaying company and office addresses

  • Set your equal housing type

  • Add a custom company disclaimer

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Not seeing Admin settings?

Send us an email or chat with the following information:

  •      Your New Email (if changing companies): 

  •      Company Name:

  •      Company Address:

  •      Company NMLS#

  •      Company Website URL: 

  •      Company Central Phone #: 

  •      Company Logo - Please send as a square image attached to your request

  •      Office Name:

  • Office Phone #: 

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

Email [email protected] or send us a chat using the pink icon at the bottom right of your screen.

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