Billing Account Onboarding Form

New Billing Account Onboarding Form

Step 1 of 4

Primary Account Contact Name(Required)

This field is set to read only. If you need to change the primary contact of your account, please close this window and reach out to us directly.

Primary Account Contact Email(Required)

This field is set to read only. If you need to change the primary contact of your account, please close this window and reach out to us directly.

Hidden

Billing Account ID

Company Name/Team Name(Required)

Gmail Email Address(Required)

This will be used for the management of your Google Ads. It CANNOT be associated with a Google Ads account currently or in the past. If you are unsure please create a new one and enter it above.

Are you the one and only LO who will be working the leads?(Required)

Only select "No" if you paid for multiple loan officers or if you're paying for the system on behalf of another loan officer.

Will you be working leads as a loan officer?(Required)

Will anyone need additional access to Empower to assist working leads for Loan Officers, such as a LOA or VA?(Required)

These users come at no additional cost to you. If yes, please provide their contact info below.

Name

First Last

Job Title

Phone

Do You Have a Homebot Account You'd Like Your Whole Team to Use?(Required)

If you have a Homebot account, we'll automatically send closed loan data to your account! If you're the only LO on your account, choose that option here as you'll have somewhere else to add your Homebot info later.

What stage would you like to your lead to be added to your Homebot account?(Required)

Do you have access to your Homebot API key?(Required)

Copy/Paste Your Homebot API Key Here

You'll need to reach out to Homebot support to get this. Login to your account, and use the chat support to request your API key before pasting it here when you're done.

Physical Branch Address (Where Can We Send You Mail?)(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

We will also use this address as your registered physical location for CAN SPAM and A2P Messaging compliance.

What is your NMLS #?(Required)

Mobile Phone # to Forward Lead Correspondence To?(Required)

We'll set you up with local phone #'s for the markets you're advertising in. Where would you like the notifications forwarded?

Email for Lead Correspondence?(Required)

You can use your account email here, but if you want borrowers to see a different email enter it now.

Link to Online 1003 - Loan Application (Optional)

With advanced automations we will give your lead an option to go to your website and fill out an application prior to you speaking with them. Input your application here to opt in to those automations.

Do you have an existing Calendly, Gmail, or Outlook calendar you use for work? (Optional)

To increase your odds of engagement with leads we can include a custom calendar link into our automated campaigns and text templates. We can integrate your Outlook or Gmail calendar to Empower to check for availability conflicts.

Which one would you like to integrate?

Upload a Professional Headshot for Your Thank You Page

Drop files here or

Accepted file types: png, jpg, jpeg, Max. file size: 50 MB.

You can choose to have a headshot displayed on the Thank You Page to create a more personal introduction prior to the automated system reaching out to the leads.

Homebot User API Key

Additional End Users

Only complete this section if you paid to add additional loan officers to your lead rotation/account. Provide Name and Email for each End User you want to onboard.

Untitled

First Choice

Second Choice

Third Choice