1. Company Section
- Company Name: Add the public company name buyers should recognize.
- Company NMLS ID: Add the company NMLS ID used in your site and email disclosures.
- Office Address: Add the business address used in the required buyer email footer.
2. MLO Profile
- First Name: Add your first name as buyers should see it.
- Last Name: Add your last name as buyers should see it.
- Job Title: Add the title or position shown in your public profile and buyer email footer.
- MLO NMLS ID: Add your individual MLO NMLS ID.
- Service Area: Add the market or service area buyers should see.
- Call Phone: Add the phone number buyers and LO Sites should use to reach you.
- Email: Add the email address buyers and LO Sites should use to reach you.
3. Colors (Optional)
- Edit Primary Color: Select your brand color from picker or color code.
- Edit Secondary Color: Select a second color from picker or color code.
- Edit Primary Color: Select your base/neutral color from picker or color code.
4. Testimonionals (Optional – Can Hide)
- Select visibilty: Choose if you want to show testmonals and where.
- Add your reviews: Create up to 3 testimonials (with or without images).
5. Next Steps (Defaults are Already Setup for you)
- Edit Next Steps (or leave defaults): Each results page (A-D) can have up to 2 next steps.
- Choose to show/hide education: Results C and D can have free educational resourses shown or hidden as next steps.
6. Legal & Consent
- Assessment Disclaimer: Review/Edit & Approve based on your company or legal team requirements (we accept no liabilty).
- Communication Consent: Review/Edit & Approve based on your company or legal team requirements (we accept no liabilty).
- Site Footer Disclosure: Review/Edit & Approve based on your company or legal team requirements (we accept no liabilty).
7. Disclosures
- Privacy Policy: Link to company approved page or post a new page here.
- Terms of Use: Link to company approved page or post a new page here.
- Licensing & Disclosures: Link to company approved page or post a new page here.
8. Buyer Email
- Verify reply-to email: Pulls in automatically from MLO profile but you can override.
- Review email: You can edit the email that will be sent to each lead (or turn this feature off).
- Verify email footer: The info pulls in from MLO profile and company info section.
9. Lead Delivery
- Verify your notification email: The info pulls in from MLO profile and you can add a BCC or override it.
- Review other settings: Adjust as needed.
10. Final Review
Review and launch: Follow the checklist and click “Go Live” when you want to turn on search visibilty.