Managing Your MLO Profile and Account Settings

Managing Your MLO Profile and Account Settings

Overview

Your profile contains all the information that borrowers and the HouseAmp team see when working with you. Keeping this information current ensures professional communication.




Accessing Your Profile

1.  Click "My Account" in the top right corner of the platform
2.  Select "Profile" from the dropdown menu

Your profile displays your full name, contact phone number, email address, and mailing address as they appear to borrowers.




Editing Your Profile

1.  Click "Edit Profile"
2.  Update any necessary fields
3.  Click "Save Changes"

💡 Important: Borrowers may reference this contact information when reaching out to you, so keep it accurate and up to date.




Account Settings

Access account settings by clicking "My Account" and selecting "Account Settings."

Managing Your Account Status

The Account Status toggle controls whether your account is visible to other HouseAmp users within the platform.

✅ Active Status

Your account is visible, you can receive borrower connections, and you receive system notifications.

⏸️ Inactive Status

Your account is hidden from new connections. Existing borrower relationships remain intact. Use when temporarily unavailable.

When to Set Inactive:

🏖️  During vacation or extended time off
🔒  When at capacity and not accepting new borrowers
🔄  When transitioning responsibilities to another team member

Changing Your Password

1.  In Account Settings, click "Change" next to the Password field
2.  Enter your current password
3.  Enter and confirm your new password
4.  Click "Save"

🔐 Password Requirements: Minimum 8 characters, mix of uppercase and lowercase letters, at least one number and one special character. Change your password periodically to maintain account security.

Best Practices

📅  Review and update your profile information quarterly
🔑  Use a strong, unique password and change it periodically
⏸️  Only set your account to inactive when necessary — update back to active when ready for new borrowers

Need Help?

Our support team is here to assist you.

Email: support@houseamp.com

Phone: (877) 537-2643



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