Introduction
Properly configuring your company details is essential for maintaining professionalism and compliance across agreements, borrower statements, and other system-generated documents. This guide walks you through updating key company information within the Company Settings section.
Navigating to This Section
1. Click the Gear icon in the top-right corner to open Settings.
2. Select Company Settings.
3. Use the left-hand navigation menu to find and expand Administration Settings.
4. Locate Operating/Lending Company Settings.
Tip: If you cannot access Operating/Lending Company Settings, ensure you have the necessary permissions or check with your administrator.
Operating/Lending Company Setup
This section stores your company’s legal and operational details, which are used in system-generated documents.
Field | Description |
Company Name | Full legal name as registered with authorities. |
Company Abbreviation | Short form or acronym of the company name. |
Operating Name | Public-facing business name. |
Address | Official company address. |
Office Phone | Primary contact number. |
Office Fax | Company’s fax number. |
Best Practice: If you update your company details, ensure this section is promptly updated to maintain consistency across newly generated documents.
FAQ
Why is it important to configure company details correctly?
Properly setting up company details ensures compliance, brand integrity, and consistency in system-generated documents.
What happens if I enter incorrect information?
Incorrect details may result in errors in generated documents. Always double-check your entries before saving.
How often should I review my company details?
It is recommended to review and update your company details whenever there is a change in company structure, location, or contact information.
Need Further Assistance?
If you have any questions or need support, contact our team:
📧 Email: support@mortgageautomator.com
💬 Chat: Click the question icon at the top-right corner of your screen.