Guide for lendsmartmortgage.com

Jacob Derauf

over 1 year ago
26 steps
1

Go to lendsmartmortgage.com

2

Click on "Dashboard"

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3

Click on "All Loan Originators"

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4

Click on "Add New"

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5

Add Loan Officer Name as the Page Title

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6

Add LO Bio

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7

Click on "LO basic Information"

On this page you will be adding the LO's profile picture, Job Title, NMLS #, Mobile #, Phone #, Email Address, Website (if they have something other than their LO Page), LO Apply Now Link (Consumer Connect or Simple Nexus link)

step
8

Click on "Add Image" and add profile picture

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9

Find or Upload Profile Picture

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10

Click on "Select"

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11

Type "NMLS #" in highlighted field

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12

Click on "Integrations"

This page you will add social pages. You can ignore the Pixel Info

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13

Click on "Loan Originator Locations" and add their state licenses.

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14

Click on "Add Row"

Add the license # and state by adding a row and then adding another row if they have multiple state licenses.

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15

Type "MN-MLO 212314654" in highlighted field

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16

Click on "LO Testimonials"

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17

Click on "Loan Originator"

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18

Select their branch office

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19

Click on "Minnesota"

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20

Click on 1

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21

Click on "Set featured image"

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22

Use the uploaded profile pic for their featured image

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23

Click on "Set featured image"

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24

Click on "Publish" and click publish again to publish the page

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25

You can also add other elements to the Loan Officer Bio area. This is will not be often but it possible to add that here.

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26

Click on "Loan Officer

Loan officer bio

"

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