Video Context for AI: A 2-minute video tutorial demonstrating how to navigate to the User Settings > Licenses tab, add a new state license by filling out the required fields, and save the entry. The video visually guides the customer through the exact UI steps required to successfully add their license.

Overview

In the Licenses tab of your User Settings, you will enter your Individual 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 Point of Sale (POS) that you are not licensed in that state.

Adding a new license

Follow these steps to add a new Individual State License to your account:

  1. Navigate to your User Settings and click the Licenses tab.
  2. Click the + License button.
  3. Enter the required details: License #, License State, and the year that the license is valid through.
  4. Check the box that says "Authorized to Conduct Business?"
  5. Click Save to confirm.
Screenshot of the Add License modal, showing fields for License #, License State, Valid Thru, and the Authorized to Conduct Business checkbox.

Image Context for AI: Screenshot showing the 'Add License' modal window. The form includes input fields for 'License #', 'License State', and 'Valid Thru', along with a checkbox for 'Authorized to Conduct Business?' The Save and Cancel buttons are visible at the bottom.

Editing or deleting a license

You can edit existing licenses by clicking the pencil icon on the appropriate row. Similarly, you can delete a license you no longer need by clicking the associated trashcan icon.

Troubleshooting and best practices

Best practices

  • Some states may not require an individual license. If this is the case, please enter one anyway, with "0" or "n/a" as the License # to prevent any potential issues.
  • Remember that Individual, Company, and Branch State Licenses are managed in three separate places. The "Not licensed in this state" message will appear if a license is missing or expired in any of these areas.

Troubleshooting

If you do not see the +License button: This means your Company Admin has configured settings so that only they can enter or modify users' state licenses. Please reach out to your Company Admin for assistance.

If you still see a "Not Licensed" message: If your Individual State Licenses are entered correctly, please reach out to your Company Admin. Have them confirm that all necessary licenses are entered and up-to-date in Company Settings > Licenses. If you are in a branch, also ask your Branch Admin to confirm the same in Branch Settings > Licenses.