Keeping your branch roster up to date is essential for accurate forecasting and performance tracking. The data we use to model your branch’s production and provide AI-driven insights depends on having an accurate list of active loan officers (LOs). By regularly updating your roster by removing LOs who are no longer with your branch and adding new hires, you ensure your stats reflect real-time performance.
1. To review your branch roster, click My Branch (NMLS#).
2. From here, review your LO roster for accuracy.
3. To remove an LO from your roster, click the trash icon in the LO's row.
4. Add additional context for our data team's review, i.e. the last day of their employment with you.
5. Click Remove.
Tip: Once removed, their production stats will be removed from your branch stats.
6. If you recently hired an LO, you can add them by clicking + Add LO.
7. Fill out their contact details including their name, NMLS #, and email address.
8. Next, click Save & Close or click Add Another to add additional loan officers to your branch roster.
9. Once you submit an LO to be added to your branch, you will see a notice stating that your add request is being processed. Once your request has been reviewed and processed, we will update your branch roll up stats and summary.
Related to