Loan officers that are licensed in the state of New York must take a couple extra steps to ensure that borrowers are able to apply for a loan through their website with a subject property located within that state.
- The Branch that the LO is found under must be licensed in the state of NY
- Company Details > Company Profile > Channel > Division > Branch
- Company Details > Company Profile > Channel > Division > Branch
- The LO must be licensed in the state within their User Profile
- User Accounts > User Profiles >Search for user in Search box
- User Accounts > User Profiles >Search for user in Search box
- The "NY Website Approval Form" (attached) must be appropriately completed and sent to mlo@dfs.ny.gov for approval.
- Once approved the "CPOS URL approved by New York State" checkbox must be checked under the Branch which the LO falls under within iMP System Admin.
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