Company Admins have the option of paying for seats at the company level, allowing users access to the system, or setting users to pay for their own access.  You can set users to use company paid seats or set them as self paid.  You can also mix and match, with some users on the company plan, and others on the individual plans.

To change whether a user is Company Paid or Self Paid, you need to go to your Users list. Click your profile icon in the top right corner of the screen, and click Company Settings

Then select the Users tab on the left side of the screen, near the bottom of the list. From here click on the name of the user you want to edit.


This will open the Edit User pane. Here you can choose whether the user will be Company Paid or Self Paid, and if they are Company Paid you can choose their subscription seat type. Regular is for Loan Officers who will be originating loans, Occasional is for LOAs, Processors, or other support staff.

If a Branch is set to Branch Paid, users within the branch set to Company Paid will use the Branch purchased subscription.

Branch subscriptions can only be purchased by a Branch Admin within that branch, through the Branch Settings > Plans and Billing screen.

For more information, see: Setting Branches as Branch Paid, Purchasing Seats at the Company Level, or Purchasing Seats at the Self-Paid Level