ListReports Knowledge Base > How do I pair with a loan officer on ListReports?

How do I pair with a loan officer on ListReports?

My Lender tab

On your ListReports account, you’ll find the My Lender tab in the left-hand menu. Here, you can add a loan officer or change your current paired loan officer to a new one.


Change your current loan officer

You’ll see your current paired loan officer’s headshot along with the option to swap this person out for someone else.


Select an existing ListReports loan officer

If your loan officer is already an active user of the ListReports system, they will appear in the search and you can add them to your account or current report. To search for them, simply go to the My Lender tab, and choose Select your Loan Officer.

From there, you’ll see a search menu. Search for your selected loan officer, and select them from the dropdown, and confirm your selection.


Invite your loan officer to ListReports

If you didn’t find your paired loan officer in our system, you have the option to invite them! At the bottom of the same search menu mentioned above, you’ll find an option to Invite your own loan officer:

All you need to do is submit their name and company. Our team will immediately contact the loan officer and encourage them to sign up for a ListReports account. Once they sign up, all future materials requested through our system will feature this loan officer. If at any time you wish to change your selected loan officer, you can do so on a report-by-report basis.

As soon as you choose a selected loan officer, you’ll have the option to add them to your account! This means that all future reports will feature them, or you can add them to only your current report.

Once you’ve confirmed your selected loan officer, the system will automatically send your current report back into processing. This will take a few moments, and when you receive notification of completion, you’ll unlock automatic access to all of your premium materials!

*Note:

Currently, you can only partner with one loan officer at a time.

Updated on May 28, 2020

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