Managing Licensing

Loan Officer Licensing

To manage loan officer licenses, you must have the "Manage Loan Officer Licenses" permission.

How to Manage Loan Officer Licenses

1. Navigate to the Loan Officer Licenses section of ReversePilot.
2. A list of all licenses will be displayed, showing the license number, state, expiration date, and status.
3. Click on Add License to create a new license, or edit existing licenses by clicking on the pencil icon next to any license.

Company Licensing

To manage company licenses, you must have "Company Administrator" permissions.

The company administrator can add, edit, and delete licenses for the company. The licenses are used to ensure that the company is compliant with state and federal regulations.

How to Manage Company Licenses

1. Navigate to the Settings section of ReversePilot.
2. Under "Company Settings", find the Licenses section.
3. Click on Add License to create a new license, or edit licenses by clicking on the pencil icon next to any existing licenses.