Mortgage Pro is a powerful feature that enhances the experience for both agents and clients by showcasing preferred lenders. With the ability to customize this feature, you can tailor it to your specific needs, whether you prefer a universal Mortgage Pro or wish to empower agents to select their own preferred lender. Follow these steps to set up and configure Mortgage Pro in your app and make the most of this valuable tool.
ADD / EDIT MORTGAGE PRO
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Login to the Agent Dashboard: Go to dashboard.homestack.com and log in using your credentials.
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On the left-side menu pane, scroll down and click on 'Mortgage Pro.'
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Here, you will need to input the lender's details. Please provide the following information:
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Name: Enter the preferred lender's name.
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E-Mail: Input their contact email address.
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Phone: Provide the lender's contact number.
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Website: We recommend copying and pasting the lender's website URL directly from their website.
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Company: Specify the lender's company name.
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License #: Enter the lender's license number.
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If the Mortgage Pro has a preferred picture, you can upload it here. Ensure the dimensions are 600x600 pixels to avoid stretching.
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After entering the required details, click on the 'Save' button to save the Mortgage Pro information.
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In the Mortgage Pro settings section, you can configure whether agents are allowed to set their own unique preferred lender for the app.
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By default, Mortgage Pro is set to a universal lender. To allow agents to set their own Mortgage Pro, toggle the "Enable Agent Customization" option. If this option is enabled, agents will be able to follow the same steps (1-5) mentioned above to set their preferred lender.
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