Overview
The Company Information section captures your business details, headquarters address, and state licensing credentials. This information appears on client-facing documents and ensures your account meets regulatory requirements. Completing this section removes setup alerts from your dashboard and unlocks all platform features.
Before You Start
Requirement | Details |
Account Settings completed | Finish basic account setup and branding first |
Company website URL | Your official business website address |
Headquarters address | Physical address of your company's main office |
State license numbers | NMLS or state-specific license numbers for each state you operate in |
Registration type confirmed | Know whether you're state-licensed, bank-affiliated, or federally registered |
Step-by-Step: Adding Company Information
1. Navigate to Company Information
From your dashboard, locate the Account Settings menu
Click Company Information (you may see a red indicator showing incomplete setup)
2. Enter Your Main Website
Type your company's primary website URL in the Main Website field
Use the full URL format (e.g., https://www.yourcompany.com)
3. Add Your Headquarters Address
Click the headquarters address field
Enter or search for your company's main office address
Click Apply to save the address
⚠️ Important: This address appears on official documents. Verify it matches your business registration exactly.
4. Add State Licensing Information
This section applies to loan officers who are state-licensed. If you work for a bank or are federally registered, you may skip this step.
Field | What to Enter |
State | Select the state where you hold a license |
License Number | Enter your personal NMLS or state license number |
5. Add Additional States
Click Add State to include each state where you conduct business
Repeat the state and license number entry for each location
There's no limit to the number of states you can add
💡 Tip: The system filters available options based on your selections, making it easier to manage multiple state licenses.
Finishing Up
1. Verify all fields are complete
Check that no red indicators remain in the Company Information section
Confirm your website, address, and all state licenses are saved
2. Confirm Account Settings status
Return to the main dashboard
The Account Settings alert should no longer appear once all sections are complete
Quick Reference
Company Information → Main Website → Headquarters Address → Add State License(s) → Save → Setup Complete
Tips for Success
Enter all licensed states upfront—adding them now prevents compliance gaps when working with clients in different locations
Double-check license numbers—incorrect NMLS numbers can cause issues with document generation and compliance checks
Keep information current—update this section whenever you add new state licenses or change business addresses
Complete sections in order—finish Account Settings and Branding before Company Information to streamline the setup process
Related Topics
Setting Up Your Account Settings
Configuring Your Account Branding
Managing State Licenses
Understanding Registration Types (State-Licensed vs. Federally Registered)