Co-Brand With My Realtor or Partner

Overview

The Realtors, Partners settings allow for you to make various configuration changes to your realtor/partner contacts and your pre-approval letter template.

 

Among these settings, you'll have access to create co-branded landing pages with your realtors or partners, and generate a unique URL for them to share with their borrowers.

 

How to Set Up

From your loan pipeline, navigate to Settings and select the Realtors, Partners tab:

 

 

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Select the Edit Co-Branding Settings icon towards the right of the realtor or partner's name and contact information:

 

Note: Realtor and partner co-branding needs to be enabled to have this available.

 

 

 

 

Check the box to Enable Co-Branding for this realtor/partner:

 

 

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You will have the option to customize the co-branding link for this specific realtor or partner and/or add a photo. Make sure you select Save to confirm the changes:

 

 

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Success! Realtor/partner co-branding has been set up for this realtor/partner.

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  • how do i send the link to the Agent, that is dedicated to me? And Not other Mortgage Companies? 

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