Each Agent, Team, and Office BoldTrail website can have a 'Finance' page. This is a profile page for the Lender(s) with whom you are working.
Please Note: The 'Finance' tab will not show on Company websites.
Finance Tab Sections
Generally speaking, all of this content regarding the Lender is pulled from their profile in BoldTrail. When a Lender logs in, they can edit their profile in the same way an Agent can!
Admins, to learn more about getting Lenders set up on BoldTrail, click here.
The 'Finance' tab will lead to an individual Lender page. Offices or Teams with multiple Lenders will show a stacked Lender display page. The order of the Lenders displayed is randomized by the system and may not be changed.
The Lender's Company Name
The Lender's "About Me" content. This content may contain HTML if the Lender wishes.
Lender's Name
Lender's License Number (They must enter it as they want it to display. For example, if they want the format "NMLS#XXXXXX" they must enter "NMLS#" before their ID in the field.
Lender's Phone Number that they've chosen to display on their website.
Lender's 'Pre-Approval' link
Default 'Ask A Question' form. This will be emailed to the Lender if filled out.
In looking at the above, the content of this Finance page is customized by the content of the Lender's profile. Apart from the 'About Me' section, the page itself cannot be changed.
You can control whether or not the Finance tab shows on any BoldTrail website from your website settings.
Which Lender Shows on Under the Finance Tab?
At the Agent level, the Lender that appears under the Finance tab on your personal website is selected depending on who you have set as your preferred Lender in your profile. You can update this by going to 'My Profile' from the dropdown menu and clicking 'Edit Settings'. Then, add your Lender in the 'Lender' section and click 'Save'.
Please Note: If you would NOT like your preferred Lender showing on your website you can unselect 'Show on Agent Website' in your profile settings or hide the Finance page from your website settings.
Admins: The lenders that are a part of your entity (Team or Office) will all show on the Finance page. You do NOT need to select one in the Team or Office profile.
How to Hide the Finance Tab
First, click on Web & IDX from the left-hand menu.
Next, click Custom Navigation from the menu that appears.
Scroll down to the 'Hide Finance Tab' setting and toggle it on (shown below).
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!