Creating an LO in a Branch
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Brian Castanheira

Created Dec 13, 2022

Creating an LO in a Branch

25
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Thebigposdemo

17 Steps
1

Go to Your Corporate Webpage EX: https://www.thebigposdemo.com/

2

Click on Sign In

Click on Sign In
3

Enter Your Admin Credentials

Enter Your Admin Credentials
4

Click on Sign in

Click on Sign in
5

Select Loan Officers…

Select Loan Officers…
6

Select The "+" In The Top Right

Select The "+" In The Top Right
7

Enter The Desired Loan Officer Site URL (Ex: loanofficer.thebigposdemo.com)

Enter The Desired Loan Officer Site URL (Ex: loanofficer.thebigposdemo.com)
8

Fill Out The Rest of Page With Loan Officers Information (Matching Their NMLS)

Fill Out The Rest of Page With Loan Officers Information (Matching Their NMLS)
9

Select All State License Active In The Loan Officers NMLS

Select All State License Active In The Loan Officers NMLS
10

Select Branding & Images Tab

Select Branding & Images Tab
11

Edit This Page With Any Branding You Want Changed

Edit This Page With Any Branding You Want Changed
12

Select Features Tab

Select Features Tab
13

Check Off Any Features Needed

Check Off Any Features Needed
14

Select Integrations Tab

Select Integrations Tab
15

Enter Loan Officers LOS User ID (Encompass Username)

Enter Loan Officers LOS User ID (Encompass Username)
16

Enter Loan Officers Ellie Mae Product & Pricing Services Username

Enter Loan Officers Ellie Mae Product & Pricing Services Username
17

Click Save

Click Save
Well done!
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