As Admins, 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.
Setting Up a User with AgentConnect
Select Admin from the Main Menu
2. Open Select User Registration
3. Search for the User you want to set up for AgentConnect
4. Click on the pencil icon to open the user you want to edit
5. Open the AgentConnect Section
6. Validate the AgentConnect connection
The Branch NMLS, Brand ID, and User ID populations should contain data.
Troubleshooting:
If you do not see the data make sure your Branch, Brand Association and user is associated to the branch.
Validate the User has the required fields in the User Reqistration Basic Information Section
Branch
NMLS is not blank
Email is not blank
If you see data in these fields, the User is connected to AgentConnect.
Additional Optional Fields
These fields are optional and can be used if applicable for your Organization.
7. About Me
Optional section to add information about the Loan Officer
8. Enable Flyer Notifications
The default setting is that the Enable Flyers Notifications is turned on
Flyer notifications will send an email to a Loan Officer when someone visits a landing page from a flyer, or anywhere they post a link.
9. Office Phone
Enter the Office Phone number for the Loan Officer
10. Facebook Link
Enter the link to the Users Business Facebook page
Click the link validation tool to ensure the link is working
11. Linkedin Link
Enter the link to the User's Linkedin page
Click the link validation tool to ensure the link is working
12. Website
Enter the website for the User
Click the link validation tool to ensure the link is working
13. Logo Link
Enter the Logo for the User
Click the link validation tool to ensure the link is working
14. Special Disclosure Link
Enter Special Disclosure Link
Click the link validation tool to ensure the link is working
15. User Disclaimer
Enter User Disclosure
