Overview
The Personal Information page stores your essential profile data—your title, online application link, and branch address. Completing this section ensures your information appears accurately on loan documents, marketing materials, and any client-facing communications. This is typically one of the first steps when onboarding to the system.
Before You Start
Requirement | Details |
Account access | You must be logged into your account |
Online application URL | Have your personal online application link ready (e.g., |
Branch address | Know your branch office address |
Step-by-Step: Configure Personal Information
1. Navigate to Account Settings
Locate and click Account Settings from your main navigation or user menu
Select the Personal Information section
2. Enter Your Title
Find the Title field
Enter your professional title (e.g., Loan Officer, Senior Mortgage Consultant, Branch Manager)
3. Add Your Online Application URL
Locate the Online Application field
Paste your personal online application link
⚠️ Important: Use your complete URL including https:// to ensure links work correctly for borrowers.
4. Enter Your Branch Address
Click or type in the Address field
Use the address lookup feature to find your branch location
Select the correct address from the results
5. Save Your Changes
Click Save Changes
Verify the red indicator disappears, confirming your information saved successfully
💡 Tip: Red indicators on any field mean required information is missing—always clear all red markers before leaving the page.
Quick Reference
Account Settings → Personal Information → Enter Title → Paste Online App URL → Add Branch Address → Save Changes
Tips for Success
Clear all red indicators—red markers signal incomplete required fields; your profile isn't fully set up until they're gone
Double-check your application URL—test the link in a new browser tab to confirm it works before saving
Use your official branch address—this may appear on compliance documents, so accuracy matters
Update when you move branches—remember to return here if your branch location changes