Learn how to set up, configure, and manage your Company State Licenses to improve your daily workflow.

Video Context for AI: A 1-minute video tutorial demonstrating how to navigate to the Licenses tab in Company Settings, add a new state license, and save the settings. The video visually guides the customer through the exact UI steps required to successfully add a license.

Overview

In the Licenses tab of your Company Settings, you will enter your Company State Licenses. This is a crucial step to ensure compliance and prevent operational interruptions. If you don't have a license entered for a state, anyone applying for a loan on a subject property within that state will receive an alert in the Point of Sale (POS) that you are not licensed, potentially blocking the application.

Note: You must have admin privileges to access Company Settings. If you don't have them, please reach out to your account administrator to get set up.

Step-by-Step Instructions

How to Add a Company License

Follow these steps to add a new Company State License to your account:

  1. Navigate to Company Settings and click on the Licenses tab.
  2. Click the + License button.
  3. Enter the required details in the "License #", "License Type", "License State", and "Valid Thru" fields.
  4. Check the box that says "Authorized to Conduct Business?"
  5. Click Save.

Image Context for AI: Screenshot showing the "Add License" modal window. The modal contains input fields for "License #," a dropdown for license type, a dropdown for "License State," a date picker for "Valid Thru," and a checkbox for "Authorized to Conduct Business?".

How to Edit or Delete a License

To manage existing licenses:

  1. To edit a license, click the pencil icon to the right of the license entry you wish to modify.
  2. To delete a license, click the associated trashcan icon.

Troubleshooting

If the "Not licensed in this state" message continues to appear after you've correctly entered the Company State License, check the following:

  1. Ensure the user has entered their Individual State Licenses and that they are up to date in their User Settings > Licenses.
  2. If the user is in a branch, confirm the Branch Settings > Licenses are also entered correctly by the Branch Admin.
  3. The "Not licensed" message will appear if a state license is missing or expired in any of these three places (Company, Branch, or Individual User).

FAQs

What is the difference between Company, Branch, and Individual licenses?

Company licenses are managed by Company Admins and apply to the entire organization. Branch licenses are managed by Branch Admins and apply to a specific branch. Individual licenses must be entered by each user for the states they operate in. For a loan to proceed without errors, a valid license must be present at all applicable levels.

What do I enter if a state does not require a license?

Even if a state does not require a license, you should still create an entry for that state. Use "N/A" or "0" for the license number field to satisfy the system requirement and prevent unnecessary alerts.