Managing Your Contact Settings

The Contact settings page allows you to manage the primary details that appear on every presentation you create for your clients. Keeping this information accurate ensures your live reports remain compliant and easy for your borrowers to navigate.

Standard Information You Can Add

• Personal Details: Your First Name, Last Name, and professional Title.

• Company Name: The name of your organization as it should appear on your presentations.

• Contact Methods: Your Phone Number, Cell Phone, and Fax.

• Licensing & Credentials: Fields to display your License Number, Other License Number, and NMLS Number to ensure your presentations meet regulatory standards.

• Websites & Links:

  • Website URL: Your personalized website address.

  • Start Now URL: A pre-app or mini-application link. Adding this generates a "Start Now" button on your reports, directing clients right to your application page. [This button will only be visible from the borrower link version of the presentation]. 

  • Social Links: Dedicated fields for your Facebook, Instagram, and YouTube URLs.

• Business Address: Your standard office location (Street Address, City, State, and Zip).

• Mortgage Coach API Key: Used for individual integrations if you are managing your own software connections.

Note: A valid Business Address and Cell Phone number are required if you want to enable the Advice Widget.

Having Trouble Editing Certain Fields?

If any of the text fields or settings on this page appear grayed out or locked, it means they are restricted based on your account level:

• Enterprise Users: Please reach out to your Company Administrator to request updates to restricted fields.

• Individual Account Subscribers: Please contact our support team directly at Support@trustengine.com for assistance with modifying locked details.