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Accessing a Loan Officer personalized landing page

Learn how to access your unique application link to send to borrowers and customize

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Written by Hannah Levick
Updated over 7 months ago

All Loan Officers receive their personalized landing page where they can have borrowers start an application.

  • Any borrower that comes through this link will automatically go to that respective originator.

Accessing an originator's personalized landing page:

  • Go to the top right-hand corner of your LOS and click `Send Referral`

  • From there you can copy the originator landing page link or the companies and paste it in a URL to preview. this is what the originator landing page would look like

Updating the landing page

The following pieces of information can be modified on this page:

  1. Profile picture - we recommend adding a picture to make the page feel more personalized. Here is an article with more information

  2. Contact information - this information can only be modified by a user with Admin permissions.

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