How an Agent can Change their Paired Loan Officer

When an agent pairs with a loan officer it automatically unlocks access to features such as Local Housing Marketing Data Shareables, ListPacks, QR codes and more! Click here to see a full list of paired agent and loan officer benefits. Some key things to know:

  • Agent accounts are always free, regardless of whether they are paired or not.
  • Agents can change their paired loan officer at any time.
  • Agents can only be paired with one loan officer at a time.

An agent is already paired but wants to pair with me. How can I help?

Instructions to Change their Paired Loan Officer within their Account

  1. Click My Loan Officer from the left-hand navigation menu.Screenshot 2023-10-16 at 1.35.34 PM.png
  2. Click Change. Screenshot 2023-10-16 at 1.31.03 PM.png
  3. Type in the first and last name of the loan officer or their NMLS# and click Search.
  4. Find the loan officer from the list that appears and click Select.

Still need help?

Loan officers cannot change an agent's paired loan officer. Only the agent can change their paired loan officer through the My Loan Officer tab. If you and an agent need help updating their pairing, please contact us at and be sure to cc the agent.

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