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Adding, editing and deleting contacts in your lender profile
Adding, editing and deleting contacts in your lender profile

Adding Contacts, who to add, underwriter, BDM, admin portal, delete contact, edit contact

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Written by Brad Lister
Updated over a week ago

Once you've verified and entered your basic information, the next step is getting your lender contacts loaded. You can choose to add Business Development Managers, Administration Contacts, Underwriters or anything else you'd like. Brokers who use Lender Spotlight will be quick to reach out so add appropriately.

How to add contacts

1. Click the image or the image icon on the left menu to access the "Admin portal".

2. Select 'Admin Portal".

3. Then choose "Alternative Lending" and click on the "Name" of the profile you want to review and update.

5. Scroll down to "Contacts".

4. Click on "Add Contact".

This will open a pop up that allows you to type in the relevant contact's information. Enter the information and click "Save".

NOTE: You will need to name, email, phone, position and area of service for every contact you add. You will also need to add at least one contact before you are able to publish your lender.

Repeat for each contact you'd like to add.

How to edit or delete a contact.

  1. Follow the instructions above to access the Alternative Lending portal

  2. Scroll down to "Contacts" and click on "Edit ".

  3. A pop up will open allowing you to edit the information.

  4. Click on Save.

NOTE: If you wish to delete the contact, click on save then when the contact appears in your list of contacts, select "Delete".

Should you have any questions, please click on the chat bubble.

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