Description:
This article describes how a Partner (realtor) can share the link of different loan officers, as well as how to set and change your default Loan Officer.
Steps to resolve:
Follow the steps below to share your Cobranded app as desired.
Web:
- From web you are able to see multiple share options at once and choose the loan officer you wish.
- If you typically work with a specific Loan Officer and want to update your default, go to "contacts"> "loan officers">"edit profile".
- Choose "mark XX your default loan originator".
- This update will carry over to mobile upon either refreshing the app or doing a new login.
Video walk though of sharing on web:
Mobile:
- The Loan Officer seen on the opening page is your current "default".
- Use the "share this App" section to choose and share which link is wanted.
- Use the drop down to switch between loan officers.
- If you typically work with a specific Loan Officer and want to update your default, go to "contacts"> "loan officers".
- Select the loan officer wanted and "make my default".
- Returning to the main screen you will now see the change in Default Loan Officer.