How do I add or remove loan officers from the quick or full applications?

Add or remove loan officers from the drop-down in the quick & full app webform

You can add your brokers or loan officers in your webforms. Please ensure that your Form Field settings are set-up where the broker options are enabled.

To find this:

  1. Go to Settings.
  2. Click Platform Settings then Form Fields.

Once everything is enabled, according to your preference, set-up user permissions for the brokers or loan officers you want to be added on the webforms.

To enable/add user to webform:

  1. Go to Users/Contacts.
  2. Click Loan Officers/Brokers, and choose the name of the user.
  3. Expand the options under User Permissions Settings and enable the “Display in Webform?”


Here is also a quick video.