Description:
This article addresses how Admins and Loan Officers can add state licenses to their account. In order for borrowers to successfully submit a loan application, the Loan Officer assigned to them must be licensed in the state where the loan is being applied for. This guide walks through the process of adding single or multiple state licenses to a Loan Officer's profile.
Steps to resolve:
Web:
LO App Settings:
- Log in to your Web Dashboard.
- Navigate to Settings → App Settings using the left toolbar.
- To add state license(s), scroll down the page to the State Licenses section.
- Click the Add License button.
- In the popup window that appears:
- Select the state from the dropdown menu where you hold a license
- Enter your license number in the provided field
- Choose one of the following options:
- Click OK to save and add the single license.
- Click + Add another to add additional license fields and enter multiple licenses at once.
- Once all licenses have been added, scroll back to the State Licenses section to view the complete list of registered licenses.
Company Admin:
- Go to Company Settings.
- Click Licenses tile.
- Search for Loan officer by name or email and click on their entry in the list.
- Click Add license to add a new state license.
- Add State by selecting a state from the drop down list, enter License number, and click Create.
- You can also edit or delete any existing licenses here by clicking the three dots to the right of the state license and then selecting either Edit or Delete license.
Solution:
After completing these steps, the Loan Officer's state licenses will be successfully registered to their profile and visible in the State Licenses section. This ensures that borrowers in the licensed states can successfully submit loan applications with the Loan Officer, as the system will recognize their proper licensing credentials for those jurisdictions.
Additional resources:
Published: 11/13/2025 Last Update: