<aside> <img src="/icons/list_gray.svg" alt="/icons/list_gray.svg" width="40px" /> Table of Contents

• Super Admin
• Loan Officer
• Loan Officer Assistant
• Branch Manager
• Borrower Journey
• Partner Journey
• Processing Manager

</aside>

To activate your Branch Manager account, please follow the steps below:

1. Admin Invitation:

   • Your Loan Officer contact will invite you as a Branch Manager.
   • An invitation link will be sent to your registered email address.

2. Email Invitation:

   • Check your email for an invitation.
   • The email will contain a link to activate your account.

3. Activate Account:

   • Click on the "Activate" link provided in the email.

   • This will redirect you to a new tab in your web browser.

     

4. Fill in Details:

   • On the new tab, you will be prompted to fill in your personal details - First Name, Last Name, Phone number*, Individual NMLS* , Email, Password*, Confirm Password*, State Licensed*
   • Complete all required fields accurately.
   • Ensure your password meets the security requirements.

5. Complete Activation:

   • Review all entered Personal information for accuracy.
   • Click on the "Sign up" button to complete the activation process.

   

   • This will redirect you to a new page about company details.
   • Fill in all the company details (Company Name*, Phone*, Fax, Company NMLS*, Street*, City*, State*, Zip*, Unit type) and activate your account by clicking on the “next” button.