Setting Up Your Broker Company

Company setup is spread across the Admin workspace; there is not one setup wizard. Complete the sections that apply to your organization, then test the borrower-facing experience before inviting the full team.

1. Add branding and borrower-facing links

1. Open Admin from the top navigation, then select Branding & POS.
2. Upload the Main Logo, Login Page Logo, and optional Login Background.
3. Set the Primary, Secondary, and Accent colors, choose the default theme, and select Save Colors.
4. Review the preview, POS links, analytics field, and white-label domain controls farther down the page.

2. Set up branches

1. In Admin, select Branches.
2. Select Add Branch for each location or operating team you need.
3. Enter the branch details, then review the displayed location, contact information, manager, and loan-officer count.

3. Invite staff

1. In Admin, select Users, then Invite User.
2. Enter the person's email address and name.
3. Choose the role that matches the person's responsibilities and data scope.
4. Select Send Invitation. Use the Invitations tab to review pending invitations.

4. Review communications and lenders

• Communications: open Admin > Communications to review the organization's communication connections and settings.
• Lender Hub: activate the lenders your company uses, decide which appear on the consumer site, and configure compensation or company adjustments where required.