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New Employee Set Up

If this set up is for a Loan Officer, the following will apply:

1) If the LO does not have an assigned and active NMLS, we cannot complete the set up

2) Requests for Simple Nexus and Marketing Portal require a photo and bio.  Please send an acceptable photo to marketing@flanaganstatebank.com

3) Most links for first time log in and temporary password resets only last 24 hours or less. Set these up immediately.

4) All information should be presented as it is needed for the business cards or websites!

Employee Full Name - Must Match NMLS*

Email Address*

Start Date

Date NMLS active per HR?

Branch Assigned to*

Branch Address*

NMLS ID

Title for New Employee*

Office Phone #*

Cell Phone #*

Employee needs access to whose files:

Who needs access to employee's files?

Persona's Requested

​

Encompass Admins add to:

  • Add to the proper place in the Hierarchy

          Add NMLS and give access to all states but HI, ME, and NY

  • Add the necessary user groups based on users location and Persona

  • Add to PW Management (Freddie Loan Product Advisor, FNMA DU, Data-Verify, Partners Credit)

  • Add to EPC Logins (Ice Flood, Data Verify Flood, MI companies, ICE Fees)

  • Add to Compliance Setup - Mavent

  • Admin to email Lockdesk@flanaganstatebank.com for ICE PPE Login

  • Add to Consumer Connect

:

Credentials Requested

Distribution Lists Needed

Other? Please advise

Marketing Requests:

Biography

Form Complete by:

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