Add and remove LOs
Invite loan officers to the team and hand off their client lists when someone leaves.
Admin control panel
One consolefor your whole team.
Add loan officers, set the company standard once and see how client outreach is going across everyone, without logging in to twenty separate accounts.
AllNorth branchNeeds setup
MG
Maria G.NMLS 100234, 412 clients
ActiveJO
James O.NMLS 100871, 298 clients
ActivePS
Priya S.NMLS 101152, 356 clients
AdminTW
Tom W.Invite sent
PendingWhat you can do
Manage the team, not twenty separate accounts.
Shared brand settings
Set company colors, fonts and logo once, while each LO keeps their own headshot and NMLS.
Team reporting
Opens, clicks and replies across the team, with a view into each loan officer’s portfolio.
Roles and permissions
Decide who can edit branding, import clients or change sending schedules.
One standard for disclosures
Company-wide disclosure text applied to every LO’s reports.
Consolidated billing
One invoice for the team instead of a card per loan officer.
Why it matters
Consistency without micromanaging.
When every loan officer runs their own marketing, brand and disclosure standards drift. The console keeps the company standard in one place while each LO’s clients still hear from the person they know.
Team leads see who’s engaging across the whole book, so coaching starts from real activity instead of guesswork.
- Company standards set once, applied everywhere
- Each LO’s reports stay personal to them
- Activity across the team in one view
Reports sent3,214
Homeowner replies27
Calls booked9
When an LO leaves
Their past clients don’t go quiet.
- 1
Remove their access
An admin deactivates the loan officer from the console.
- 2
Reassign their clients
Hand the client list to another LO or a team queue.
- 3
Reports keep going out
Homeowners keep getting their monthly report, now from the loan officer who’s covering them.
Related
What the console connects to.
FAQ
Questions, answered.
Still curious? Talk to us or book a demo.
Can I manage several loan officers from one login?
Yes. Admins add, remove and manage loan officers from the console.
Do LOs keep their own branding?
Yes. Company standards set the base, and each loan officer’s photo and NMLS stay on their reports.
Can I limit what each LO can change?
Yes. Roles and permissions decide who can edit branding, import clients or change sending schedules.
Can existing LO accounts join a team?
Yes. Book a demo and we’ll bring your loan officers’ existing accounts under one team.
See the console with your team in it.
Book a 30-minute demo and we’ll walk through setup for your loan officers.