Click "Manage Company" to complete your company information within Settings.

Starting on the General Information tab you will enter your Company Name

And then enter a Short version of your Company Name

You can adjust the Time Zone according to where your company is located

Next you will complete "Billing Information".

On the left hand side of the screen you will enter your company Identifiers. Items such as your EIN, NMLS, ID and Freddie MAC TPO ID if applicable.

The DBA field will contain the information on how your company name will display.

Click the "Web Site"  fields and enter in your company's website if applicable.

On the left side of the screen you enter your company's Headquarter Address.

The last tab within Manage Company is "Licenses". This is your Company License information. Choose which type of license your company holds from the "License Type" drop down.

Add the State license you company holds from the list of available states.

Dashboard
Pipeline
Reports
Settings
Support
Training
Judy Ellis
System Administrator
Settings Manage Company - SampleTPO
 Save  Back To Settings 
1
General Information
Contacts And Addresses
Licenses
License Type
Not Required
State	Type	License No *	From Date 	Expiration Date 	 

Add State

Select the "Type" of license held in that state.

Enter the "From Date", this is the date received within NMLS. Enter the "Expiration Date", this should be through the end of the current year.

Click "Save". The system will not automatically Save your changes.

Manage Company Information within Settings