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Your profile
This is your single profile. Your name, license info, company and headshot flow into the Quote Tool, borrower quotes, and the Open House Flyer automatically.
Finish setting up your profile to unlock the tools.
Every quote and flyer you send carries your name, NMLS numbers, company and contact info, so Waypoint needs these before you can build one. Fill in the required fields * below and save.
Every quote and flyer you send carries your name, NMLS numbers, company and contact info, so Waypoint needs these before you can build one. Fill in the required fields * below and save.
Tap to add a headshot
Your headshot. Shows on the app header, borrower quotes, and flyers. Drag a photo here or click to upload. Square images look best.
Borrower email
Use {link} for the quote link and {lo_first_name} for your first name. If {link} is missing, the link is added at the end.
Team & Access
Let an assistant build quotes in your name, ask to build for another loan officer, or link to your manager. Requests only take effect once the other person approves.
People who can quote in your name
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Loan officers you can build for
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Your manager
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