Total Loans
Completed
In Progress
Failed
Active Batches
Completed Batches
Compliance Reports
| Batch Name | Generated | Actions |
|---|
XML Files
| Batch Name | Generated | Actions |
|---|
Loan Logs
Name,NMLS,Email,Phone,Zip
|
Name
Compliance Requirement Please enter the name exactly as it appears in NMLS. This is cross-referenced for background & sanction checks. |
NMLS ID | Phone | Zip | License Exp. | Role |
Seat
Toggle to temporarily disable access. Data won't be deleted
|
Ver
Identity and Background Verification. Name, NMLS ID and Zip are required.
|
Action |
|---|
API Settings
Configure your API key for the Gemini AI service.
API Configuration
Security & Privacy Notice
Keep your API key confidential and avoid sharing it with others.
Important: Use Paid API Key
Free Google Gemini API keys use your uploaded documents to train their models. For privacy protection & sensitive documents, it's recommended to use a paid API key.
CRM Settings
Configure your CRM API key to export data.
API Configuration
Security & Privacy Notice
Your CRM key is stored securely in your browser's local storage and is never transmitted to our servers. However, delete it when you are not using it.