Your Profile

Upload a Profile Photo(Required)
A headshot photo is very important for your M300 web page, M300 team page, Social Media welcome/future promotions, Human Resources, optional business cards & optional CRM. A professional headshot at high resolution works best. We can crop and optimize photos as needed - and also remove some backgrounds. We'll definitely do our best to make you look awesome 🙂
Accepted file types: jpg, jpeg, png, gif.
Optional. Default is Loan Orginator
Suggestions include - City, State or Region, State or State
Use the standard format - first initial & last name - so John Doe would be [email protected]
This allows your about section to be customized. If no copy is provided, the default will be used.
Optional - if an office is added here, the address will be posted on your LO page along with a google map.

Personalized Domain Name

If you will be using a personalized domain name to point to your M300 profile page or a professional website used in your business, please provide it for our Marketing Compliance records. We have to track these for legal.

Social Profiles for Marketing Compliance

By law, we must monitor all Professional Social Media profiles - no need to include personal profiles.

Business Cards

Sample Business card with photo or brandmark option below.

Business Card Front

bizcard front

Brandmark Business Card

bizcard back2

Photo Business Card

bizcard back

Business Card Options

Business Card Type(Required)
See examples for Photo or Brandmark options above.
Optional. If different than LO Profile Title-Position

Corporate CRM

Our CRM platform offers tight integration with Encompass and SimpleNexus (Our MobileApp) - in addition to providing automation/workflow efficiencies, flyers, email campaigns, social templates, video emails, co-branding opportunities and more.

We highly recommend the company CRM for you and your support team as it is the primary source of all approved marketing content.

Required: Please enter one account per row, including a first and last name and role - LO or LOA/Marketing Assistant.
If you would like to add a signature to your CRM account. Please sign a blank piece of paper, take a photo of it with your phone and upload it here or email [email protected]
Accepted file types: jpg, png, gif, pdf, Max. file size: 50 MB.
Optional. If you would like to have your contacts uploaded to the Encompass CRM / Mortgage Returns, please upload a Excel spreadsheet or CSV file export here.
Drop files here or
Accepted file types: xls, xlsx, csv, txt, Max. file size: 50 MB, Max. files: 3.
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