Guide for lendsmartmortgage.com
Jacob Derauf
No date
26 steps
Steps
Open recording page
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Go to lendsmartmortgage.com
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Click on "Dashboard"
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Click on "All Loan Originators"
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Click on "Add New"
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Add Loan Officer Name as the Page Title
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Add LO Bio
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Click on "LO basic Information"
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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)
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Click on "Add Image" and add profile picture
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Find or Upload Profile Picture
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Click on "Select"
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Type "NMLS #" in highlighted field
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Click on "Integrations"
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This page you will add social pages. You can ignore the Pixel Info
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Click on "Loan Originator Locations" and add their state licenses.
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Click on "Add Row"
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Add the license # and state by adding a row and then adding another row if they have multiple state licenses.
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Type "MN-MLO 212314654" in highlighted field
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Click on "LO Testimonials"
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Click on "Loan Originator"
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Select their branch office
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Click on "Minnesota"
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Click on 1
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Click on "Set featured image"
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Use the uploaded profile pic for their featured image
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Click on "Set featured image"
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Click on "Publish" and click publish again to publish the page
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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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Click on "Loan Officer Loan officer bio "
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