Onboarding & Account Settings
Get your account setup.
5 articles
Setting Up Your Personal InformationConfigure your profile details so your contact information displays correctly across the platform and on borrower-facing materials.
Setting your Account BrandingCustomize your account with your company logo, headshot, and brand colors so every client-facing document and communication looks professionally yours.
Setting up mobile logoUpload a square logo so your branding looks sharp when clients view quotes on their phones.
Entering Your Company InformationComplete your account setup by adding your company details and state licensing information to ensure compliance and enable full platform functionality.
Configuring Additional Account SettingsPersonalize your Deal Details profile with professional designations, alternate contact numbers, team branding, and quick-access links to your pricing tools.