<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

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Activation for Admin

To activate your super admin account:

1. Fill out all the necessary details.
   • First Name
   • Last Name
   • Phone Number*
   • Individual NMLS (National Mortgage Licensing System)*
   • Email Address
   • Password*
   • Confirm Password*
   • State Licensed
   • Check the box to accept the terms.
   • Click on the Sign Up and Get Started button.

2. Complete the 2 step verification or SKIP this step.

• The Super Admin sets up two-factor authentication (2FA) for added security.
• Enter the phone number to receive 2FA codes.
• Verify the phone number with the received code.

3. Select  a Date and time for the onboarding procedure

• The Super Admin is then prompted to schedule an initial call.
• Get redirected to a page with a calendar.
• Choose to:
  • Schedule a Call: Select a date and time.
  • Skip: Opt to skip the scheduling for now.
  • Confirm: Confirm the scheduled call.

4. Enter the contact details and schedule the event .

After scheduling the event, a confirmation email with the date and timing is sent to the Email registered.

5. After the confirmation pop up screen, you will be redirected to the dashboard, where you can proceed further with your plan of action.

Lets Get Started! Click Here