As an agent, you can control whether your lender partners can edit your account information for the purposes of creating marketing materials.  You can control this for each lender that you are partnered with.  Note: For a lender partner to edit your account information, you must opt in to this option both in your account settings menu (or on the registration page when creating your account) and in your co-marketing partners menu.


When Registering an Account


If you check the box for "I authorize collaboration partners to edit my profile information", it will allow your Loan Officer partners to edit your account information.  This option can be changed at any time from your account settings menu.




From the Account Settings Menu


From your account settings menu, you can enable the option to allow your co-marketing partners to access and update your profile information for marketing purposes.  Note: For a lender partner to edit your account information, you must opt in to this option both in your account settings menu (or on the registration page when creating your account) and in your co-marketing partners menu.



From the Co-Marketing Partners Menu



From your co-marketing partners menu, you can enable profile update authorization for each lender that you are partnered with.  Note: For a lender partner to edit your account information, you must opt in to this option both in your account settings menu (or on the registration page when creating your account) and in your co-marketing partners menu.