Updating Broker Info

Brokers contain additional info that you might need to add to, edit or delete, such as Guests are people who are not members of your organization, but are party to the loan in some capacity, such as brokers, loan officers, real estate agents, or title company employees.

1. In the menu, click Guests.
2. Click  on the left side.
3. Edit the info as needed. Some fields allow you to select multiple choices.
4. To add a new option, click