In the Licenses tab of your Company Settings, you will enter your Company State Licenses. This is an important step, as if you don't have a license entered for a state, anyone applying for a loan on a subject property within that state will receive an alert in the POS that you are not licensed in that state.

To enter a state license, click the + License button. You will then be prompted to enter the License #, License State, the year that the license is valid through, and check the box that says "Authorized to Conduct Business?"

You can edit existing licenses by clicking the pencil icon to the right on the appropriate row.  Similarly, you can delete a license by clicking the associated trashcan icon.

Some states may not require an company license. If this is the case, please enter one anyway, with "0" or "n/a" as the License #.

If you're following our New User Onboarding Guide,

Click here to go to the next step!

Or click here to go back to the Roadmap!