How to Build Company, Channel, Division and Branch Profiles

Overview

This article will provide a detailed look as to how to set up a company profile within iMP System Admin. We will touch each of the 4 main components: 

1. How to Build a Company Profile

2. Setting up a Channel 

3. Setting up a Division

4. Setting up an Active Branch

How to Build a Company Profile

Building a company profile can be done through the concierge site. Once logged in a user must navigate to the Company Profile header in the left sidebar of the page. After expanding the dropdown selection the user must select Company Details.

Once a company profile has been added a user may edit at any time.

A user may access Channel/Division/Branch levels by clicking on the line which the company name sits. Once a user clicks on this line it will become highlighted and the system will load the sub category below.

Editing the Company Profile

Once the user selects the edit option a popup window will appear with editable options. The user has the option to edit all the option shown below. It is important to note that all options shown below can/will be displayed within a disclosure package.

By clicking on the icon located under Upload Logo the user will have the option to update this image (must be .svg file) with their own company branding preference.

The Title/Escrow/Pest inspection Provider Affiliation dropdown menu will become populated once a user fills out their Global Contacts section within the iMP. The user will have to sign back into their loan center and navigate to their contacts list as shown below. Adding contacts is explained in the “Navigating Global Contacts” article, which can be found here:

https://support.cloudvirga.com/hc/en-us/articles/228617447-Navigating-Global-Contacts

https://support.cloudvirga.com/hc/en-us/articles/115010225487-Understanding-the-Global-Contacts-Enhancement 

Title Provider Affiliations have been added to the Global Contact center and are now able to be selected within the dropdown menu.

Setting up a Channel 

The following should be filled in when setting up a Channel: 

1. Channel Name, Branding Display Name, Channel Manager 
2. All Address information 
   • If Address is not filled out it may cause errors in succeeding levels of the hierarchy. Therefore Division and Branch Addresses may produce errors if this section is not filled out completely. 
3. Export to Velocify, Export to Velocify From Mobile App
   • Only relevant for Velocify customers 

Setting up a Division

The following should be filled in when setting up a Division: 

1. Division Name, Branding Display Name
2. All Address information 
   • If Address is not filled out it may cause errors in succeeding levels of the hierarchy. Therefore Branch Addresses may produce errors if this section is not filled out completely. 

Setting up an Active Branch

At least one branch must be set up for the loan center to function properly.

1. Clicking the Inactive checkbox will allow the user to deem the branch inactive.
2. Uploading a logo can be done by simply clicking on the icon and uploading a (must be .jpeg/.png/.gif) company branding image into the system.
3. Enter Name, Branding Display Name
   • Branding Display Name will be displayed within PreApproval/PreQual Letters and Loan Comparison Reports
4. Branch Manager, Price Concession Approver, Rate Concession Approver
   • Each option within the drop-down populates from iMP System Admin > User Accounts > User Profiles > Roles/Privileges section. The users with the proper roles will populate within the corresponding drop-down menu. 
5. Enter all Address information 
6. LOS Branch ID/FHA Branch ID/VA Branch ID will be displayed within PreApproval/PreQual Letters and Loan Comparison Reports
7. CPOS Default LO from the drop-down menu 
   • CPOS drop-down is populated from users tied to that Branch with a Lead Source ID  present in their profile. This means that the LO or user profile has Enabled LO Web Pages set to 'On' within the Website section in iMP System Admin > User Accounts > User Profiles > Website.
   • The user that is set as the default here will serve as the default LO account should an LO not be licensed in a state. In short, loans will appear in this LO's pipeline as long as they are licensed in this state, this serves as a fail safe so the branch will not lose out on a potential prospect. 
8. CPOS URL approved by New York State 
   • Allows the Branch URL to accept applications applying in New York zip codes

All files filled out within the branch section roll up to the Company Profile and will replace any missing data.

Adding State Licenses must be done at the Branch level.

• A license number must be added to any state that is added
• An Expiration Date may be added within the entry box