Select the organization
Use the sidebar organization selector before opening Settings. Settings apply to the active organization.
Update the company profile
The General settings page includes Company name, NMLS #, Contact phone, Website, and Logo URL. The owner can edit these fields. Other permitted staff can view them.
- Review the current company information.
- Change the required fields. The company name cannot be empty.
- Use the phone format requested by the form.
- Select the save action and wait for confirmation.
Set borrower-facing branding
Provide a direct HTTPS image URL for the logo. It is used on supported borrower invitation and portal pages. When Brand name is available, use it to choose the name shown to borrowers; otherwise the company name is used.
Review a borrower-facing page after changing branding to confirm the logo loads and the name is correct.
Use the settings navigation
The settings area links to Team & Users, Vendors, Rate Sheets, Integrations, and Billing. Available pages depend on your role.
Create or switch workspaces
The organization selector includes the workspace switching and creation controls available to your account. Check the selected organization after switching before entering new data.