more loans 4 u white text logoml4u_blackmore loans 4 u white text logomore loans 4 u white text logo
  • Home
  • Marketing
  • News
  • Fun & Humor
  • AnnouncementsNew features and product updates
  • Support Tips

Update your User Profile

  • Home
  • Support Tips
  • Update your User Profile
How to Promote your Site with Sign Riders
April 22, 2012
3 Ways Images Boost Search Engine Optimization (SEO) in Mortgage Marketing
May 9, 2012
Published by Marketing Team at April 23, 2012
Categories
  • Support Tips
Tags

All details about you (or indeed any User) are set up as a User Profile.

The User Profile defines you as a User in the system, which establishes how you appear etc, and also contains all your personal contact details, photo, BIO and so on.

To edit YOUR Profile, simply click YOUR name at the top of any page to go directly to the Edit Page for your profile.

Or,

To Edit other Profiles, navigate to the “My Account” tab at the top of your user dashboard.

My Account Tab | Mortgage Marketing

 

After clicking My Account, you’ll be taken to your account dashboard.

From here, click on the first link – “Member / User Profiles (Agents, LOs, Sponsors, Co-Listers)”.

You will then see a list of all the Users in your account.

 

Locate the profile you want to change and click the “Edit” link on the right.

Profile Type

When you edit your Profile, you should maintain your “Sponsor Type” as appropriate.

When you Modify an Agent profile – they will be setup as “Representing a property or listing”.
Also, Agents will be set to be “working with” a Loan Officer .

If you are not the Master User then some of these options may already be set as defaults for the Profile you are working on.

Profile Information and Contact Details

Add or edit the persons name and contact details here.

Choose a Business / Office profile to associate with them – this will then pull in the ‘company name’ and ‘logo’ when displayed on a property.

Personal Details

Use this section to complete your profile with a photo, licensing information, designations and an “about me” / service description.

Social Networking Connections

Any social  profile pages entered here will display with your profile.

Automated Postings

This section allows you to authorize our service to connect and distribute content automatically on your other services. For example, every time a property site is turned ON, then the system can automatically sen a TWEET to that Agents Twitter account.

Share
0
Marketing Team
Marketing Team

Related posts

Blue background that says posting to craigslist and a play button over the text.
January 10, 2018

Posting Agent’s Property Listings to Craigslist 2018


Read more
December 18, 2017

Mortgage Marketing Ideas: Using Advertising Banners in 2018


Read more
February 2, 2016

Its a sweet deal! Take the $1 free trial today


Read more

Comments are closed.

Marketing Tips

  • a fist punching out of the screen of a computer.
    Best Ways to Leverage Technology in 2018
    January 18, 2018
  • What is Mortgage Marketing?
    January 10, 2018

Categories

  • Announcements
  • Events
  • Feature
  • Fun & Humor
  • Industry News
  • Marketing Tips
  • Support Tips
  • Uncategorized

Contact Us

+1.877.333.2921

Learn More about MoreLoans4U

  • How It Helps
  • Mortgage Marketing System
  • What You Get
  • Prices
  • Mortgage Marketing Solutions
  • 50 Easy Mortgage Blog Ideas for Loan Officers
    September 9, 2019
  • How to Use Mortgage Infographics to Attract Leads + Examples
    August 21, 2019
  • a fist punching out of the screen of a computer.
    Do You Know How to Use Marketing and Sales Technology to Gain an Edge in Customer Service?
    March 29, 2018
Copyright MoreLoans4U