User Profile

 User Profile

The User Profile contains features for managing your account

1. Update User Profile
2. Edit Photo
3. Links
   • Client Self-Registration
   • Realtor Self-Registration
   • MLO Quick Pricer
4. Change Password
5. Add billing information
6. View Pricing Preferences
7. Invite a Realtor Estate Agent for CoBranding
8. View CoBranded Agents

User Profile

Edit Photo

Social Media

Social media links are displayed on User external pages (Links).

Client Self-Registration

Realtor Self-Registration

MLO Quick Pricer

The Quick Pricer is a public page for Originators to share pricing quotes and allow individuals to sign up for a Dashboard.

Change Password

Triggers a password reset email via

Billing

Only applicable to select Users.

Pricing Preferences

Set by a company admin and used when pricing is auto-run or default scenarios are created.

Target Price - Custom par price, default is 100

Max Fee - If providing a discount, then it's max dollar amount 

Invite a Real Estate Agent

This triggers an email to the Agent with a link to create an account. 

Upon account creation, their account will be populated with test data and directed to the User Dashboard.

Profile with sample data

CoBranding Agents

CoBranded agents are added by one of the following methods:

• Signing up using Realtor Self-Registration
• Accepting a Realtor Estate Agent Invitation
• Adding you as a CoBranded Agent in their profile
• Being set as the CoBranded Agent in the Realtor's Organization