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How to Update Company and Office Information

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

Written by Erica McGarvey
Updated yesterday

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 Admin section gives you control over your office information and branding details.

Accessing Company Admin

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

What You Can Update

From the Company Admin section, you can update your Office Information directly, including:

  • Office Name

  • Office Address

  • Office Phone Number

  • Office Logo

Under the Settings tab next to "Office Details" you can update your company branding, including:

  • Company Logo or Avatar

  • Company Details (you may need to scroll down a bit to find this section)

Note: Changes to your top-level Company Name (displayed above "Office Details") are managed by the Homebot team. To request a company name update, please contact support.

Not seeing the Company Admin button?

The Company Admin 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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