Update your Primary Contact for Closing Correspondence

SETTINGS > PAYMENT PREFERENCES > PRIMARY CONTACT > SAVE

Step 1

After logging into your agent portal, you will automatically be directed to the Dashboard. From the Dashboard, navigate to the upper-right corner drop-down menu.

Step 1

Step 2

Select "Settings" from the drop-down menu.

Step 2

Step 3

Once you're in Settings, select the option on the left-hand side, "Payment Preferences."

Step 3

Step 4

Navigate to Primary Contact and update the contact details (Name, Phone & Email). Click "Save Changes." 

Step 4