myhomeIQ

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A completed profile is necessary to be in compliance with NMLS and BRE regulations. Completing your profile also increases client engagement. 

Step 1 – Upload a photo of you. This photo will be displayed on your client's homeIQ reports and your branded website.

Step 2 – Confirm your email to avoid missing requests from your clients.

Step 3 – Confirm your phone number in order to receive alerts when a client requests a report or wants to refinance. This number will be displayed on all your reports!

Step 4 – To ensure that you're compliant, provide both your broker and license information.

Step 5 – Click the button to save the changes

Complete Your Lender Profile

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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