End User Onboarding Form

Loan Officer Name(Required)

First Last

Loan Officer Email(Required)

Hidden

Contact ID(Required)

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.

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?

Do You Have a Homebot Account You'd Like to Integrate?(Required)

If you have a Homebot account, we'll automatically send closed or pre-approved loan data to your account!

What stage would you like 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.

What is your NMLS #?(Required)

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?

Enter your Calendly Link(Required)

Upload a Professional Headshot for Your Thank You Page

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.