Your profile helps lenders know who they're working with. A complete profile builds trust and credibility.
What to Complete
- Personal information (name, title, photo)
- Company details (name, logo, address)
- Contact preferences
Step-by-Step Instructions
1
Access Profile Settings
Click your profile icon in the bottom left corner, then select Settings → Profile.
2
Add Your Photo
Upload a professional headshot. This appears on your outreach emails, deal materials, and lender-facing pages.
3
Complete Personal Details
Fill in your Full name, Job title, Phone number, and LinkedIn (optional).
4
Add Company Information
Enter your Company name, Company website, Office address, and upload your Company logo.
5
Set Notification Preferences
Choose how you want to be notified about deal activity, lender responses, quote submissions, and system updates.
6
Save Changes
Click Save to update your profile.
Tips
Use a professional headshot, not a casual photo. Make sure your title reflects what lenders should know. Keep contact info current—lenders may reach out directly.
You're All Set!
Your initial setup is complete. Now you're ready to create your first deal!