Deal Details

Account Settings Tutorial

Configure your profile details so your contact information displays correctly across the platform and on borrower-facing materials.

Setting Up Your Personal Information

Personalize your Deal Details profile with professional designations, alternate contact numbers, team branding, and quick-access links to your pricing tools.

Additional Personal Information Settings

Complete your account setup by adding your company details and state licensing information to ensure compliance and enable full platform functionality.

Entering Your Company Information

Customize your account with your company logo, headshot, and brand colors so every client-facing document and communication looks professionally yours.

Setting your Account Branding

Upload a square logo so your branding looks sharp when clients view quotes on their phones.

Setting up Mobile Logo

Lender Fee Templates – Creating, Editing, Cloning

Settlement Fee Templates – Creating, Editing, Cloning

Activation and Onboarding

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