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 Dashboard, you’ll find the My Lender tab in the left-hand menu. Here, you can add your lender or change your existing lender to a new one.


Change your current lender

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


Select an existing ListReports lender

If your lender 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 Lender.

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


Invite your lender to ListReports

If you didn’t find your lender 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 lender:

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

As soon as you choose your selected lender, 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 Lender, 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 have access to all of your premium materials!

*Note:

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

Updated on March 22, 2018

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