Configuring Additional Account Settings

Overview

The Account Settings section in Deal Details lets you customize how you present yourself to clients and streamline your daily workflow. These optional fields help you display professional credentials, route calls to a team line instead of your personal cell, showcase your personal brand, and create shortcuts to your product and pricing engine.

Before You Start

Requirement	Details
Access Level	You must be logged into Deal Details with an active user account
Information Ready	Have your designation credentials, team phone number (if applicable), personal/team website URL, and PPE login link on hand

Step-by-Step: Customize Your Account Settings

1. Navigate to Account Settings

Open Deal Details
Locate and click Account Settings in the navigation menu
You'll see your Application URL and email pre-populated

2. Add Your Professional Designation

Enter any professional credentials you want displayed on client-facing materials.

Designation Type	Example
Industry Certifications	CMB (Certified Mortgage Banker)
Professional Titles	NMLS Licensed Mortgage Loan Originator
Specializations	VA Loan Specialist, First-Time Homebuyer Expert

💡 Tip: This field appears on documentation sent to clients, so choose designations that build trust and highlight your expertise.

3. Set Your Contact Phone Number

By default, your personal phone number is displayed on all outgoing documentation. You can override this with an alternate number.

Option	When to Use
Personal Cell	You handle all client calls directly
Team/Office Line	Calls should route to a shared line with round-robin answering

⚠️ Important: Once you enter an alternate phone number here, it replaces your personal number on ALL documentation going out to clients. Make sure the team line is monitored during business hours.

4. Add Your Personal or Team URL (Optional)

If you have a vanity website separate from your company's main site, enter it here to promote your personal brand.

Field	What to Enter
Personal/Team URL	Your branded website (e.g., MillerMortgageTeam.com, TruthAndLending.com)

This is completely optional. Your company's main website remains the default if you leave this blank.

5. Link Your Product and Pricing Engine

Enter the direct URL to your product and pricing engine (PPE) login page. This creates a quick-access shortcut when you're entering rate information in Key Metrics.

PPE Provider Examples	What This Does
Optimal Blue, Mortech, Polly, Lender Price	Adds a clickable link directly in the Key Metrics entry screen so you can quickly look up current rates

⚠️ Important: Deal Details does not automatically pull rates from your PPE. This link is simply a convenience shortcut. You'll still manually enter the interest rate and points after looking them up.

How the PPE Shortcut Works

When you're in the Edit Key Metrics screen and need to enter an interest rate:

Click the shortcut link you configured
Your PPE opens in a new tab
Look up the rate and any associated points
Return to Deal Details and enter the values manually

This eliminates the need to bookmark your PPE separately or search for it each time.

Finishing Up

1. Review Your Entries

Double-check phone numbers for accuracy
Verify URLs are complete (include https://)

2. Save Your Settings

Click Save to apply your changes
Changes take effect immediately on all future documentation

Quick Reference

Account Settings → Add Designation → Set Phone Number → Add Team URL (optional) → Link PPE (optional) → Save

Tips for Success

Use the team phone strategically—if you have a support team that handles initial calls, route inquiries there so clients always reach a live person
Keep your designation current—update this field whenever you earn new certifications or credentials
Test your PPE link—click through to make sure it lands on your login page, not a generic homepage
Brand yourself thoughtfully—a memorable team URL can set you apart and make referrals easier for past clients