Overview
As Adminsadmins, your role is essential in setting up users in AgentConnect. You must set up a user and connect them to your organization's pricing engine for users to access all of the features in AgentConnect.
This article describes how to set up a user in AgentConnect
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Setting Up a User with AgentConnect
This section describes the required fields when setting up a user.
Select Admin from the Main Menu
2. Open Select User Registration
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main menu.
Select User Registration. The User Registration/Manage and Edit Users page opens.
Search for the user you would like to set up for AgentConnect.
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Click
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the pencil icon to open the User Registration page of the user you
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would like to edit.
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Open the AgentConnect
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section.
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Validate the AgentConnect connection
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. The Branch NMLS, Brand ID, and User ID
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fieldsshould contain data. If you see data in these fields, the user is connected to AgentConnect.
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Troubleshooting:
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If you see data in these fields, the User is connected to AgentConnect.
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Additional
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Fields
These fields are optional and can be used if applicable for your Organization.
7. About Me
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This section describes the optional fields when setting up a user.
About Me: Use this section to add information about the Loan Officer
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8. Enable Flyer Notifications
The default setting is that the Enable Flyers Notifications is turned on
loan officer.
Enable Flyer Notifications toggle: Flyer notifications will send an email to a Loan Officer loan officer when someone visits a landing page from a flyer, or anywhere they post a link. The default setting is that the toggle is set to Yes.
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Office Phone
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: Enter the Office Phone office phone number for the Loan Officer
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loan officer.
Facebook Link
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: Enter the link to the Users user's Business Facebook page.
Click the link validation tool to ensure the link is working.
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11. Linkedin Link
LinkedIn Link: Enter the link to the Useruser's Linkedin LinkedIn page.
Click the link validation tool to ensure the link is working.
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Website
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: Enter the website for the User user.
Click the link validation tool to ensure the link is working.
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Logo Link
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: Enter the Logo logo link for the User user.
Click the link validation tool to ensure the link is working.
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Special Disclosure Link
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: Enter the Special Disclosure Linklink.
Click the link validation tool to ensure the link is working.
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User Disclaimer
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: Enter the User Disclosure.
