Mortgage Themes
An independent, proud agency for everything brand design + Marketing
User
Default Role
Frontend Platform Access
Limited To Design Customization
MANAGER
Frontend Platform Access Only
Manage A Team (Become, Invite & Archive Users)
ADMIN
Front And Backend Access
User/Manager Supervision, Interaction & Management
User groups
Divide users by GROUPS to have exclusive access to categories of DESIGNS only they should see.
offices
Divide users by the physical (or metaphorical!) OFFICE they are part of. There is also an OFFICE MANAGER ROLE who can become users in their office.
teams
(Use the same video of manager's )Assign a TEAM MANAGER to a group of any users (does not need to be teams of people who actually list together, can be any group of users) A TEAM MANAGER can become anyone on their team.
Default setup
Used By 99% Of Clients | In Meeting 3, you’ll be given user accounts and access to test templates to confirm your lock setup preferences.
Please select the one you want to use
Font
PREDEFINE COLORS FOR TEMPLATE USE
How would you prefer agent and lender information to populate on the designs?
Admins and/or Managers can approve templates before they can be exported, downloaded, or shared.
Allow your users to request custom work by your marketing team.