Pairing with a Loan Officer

 

Once logged into your ListReports® account, click on the My Loan Officer tab in the left-hand menu. Here, you can add a loan officer or change your current paired loan officer to a new one. Some things to note about pairing with a loan officer:

 

  • Whether you are paired or unpaired on the platform, agent accounts are free.
  • Loan officers pay a nominal fee and can pair with an unlimited number of agents.
  • You can change your paired loan officer at any time.
  • You can only pair with one loan officer at a time.

Ready to pair up with a loan officer? Keep reading to learn how.


Invite a Loan Officer

To invite a loan officer:

  1. Click on the My Loan Officer tab in the left-hand navigation menu.
  2. If you would like to invite the loan officers that appear at the top of the page to pair, mark their checkboxes and click Invite # loan officer.
  3. You can also invite a loan officer by clicking Invite someone else
    • Search by their name, email or their NMLS#. If they appear in the search, click Pair or Invite.
    • If you do not see them in the search results, click Invite and fill out the required information and then click Invite.
    • Please note: Check that the email address is correct so we can make sure to deliver the invite to their inbox.

Screenshot 2024-03-13 at 11.29.32 AM.png

 


Change your Current Paired Loan Officer

To switch your paired loan officer, follow the steps below:

  1. Click My Loan Officer
  2. Click Change.Screenshot 2024-05-10 at 2.25.36 PM.png
  3. Type in the name, email or NMLS# of the loan officer you would like to invite and click Search.
  4. Click Invite or Pair to invite or pair with a loan officer.

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What to Expect when Inviting a Loan Officer to Pair

  • An invitation email will be sent to loan officers you wish to pair with on ListReports.
  • You will automatically be paired with the first loan officer who accepts your invitation.
  • Once paired, your marketing kits will be co-branded with that loan officer.
  • When a loan officer does not respond to your invitation after 10 days, an automatic reminder email will be sent.

Below is an example of the invitation email sent to a loan officer:

 

agent-lo-invitation-email.png 

Still need help or have questions? Submit a ticket here.

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