CRM
      Back to home
      1. LendingWise - Help Center
      2. Frequently Asked Questions
      3. CRM

      How to Change Agent Type - Loan Officer to Broker or Broker to Loan Officer

      You can update the agent type of your user from Loan Officer to Broker or Broker to Loan Officer in the portal.

      To find this:

      1. Once logged in, go to Users/Contacts.
      2. Then click Loan Officer/Broker.
      3. Choose the user you want to change the agent type.
      4. You will be directed to the loan officer/broker info and scroll to see the agent type option.
      5. Update the agent type, Loan Officer or Broker.
      6. Then click Save.