Zip version 2.1 introduces the ability to have a company main page to introduce your company and list general company information. This page is also used as a gateway to access all your Loan Originator Zip Landing Pages from one location.
To set your Loan Originators List:
1. Login to Zenly (calyxzenly.com).
2. Click the Profile icon and chose Interview Configuration from the drop down.
3. Select Set Loan Originators List from the left navigation panel.
Note: The Default Loan Originator cannot be removed from the List on Company Main table and is automatically the admin for the account. You can change the Default Loan Originator under the Loan Originator page from the navigation panel by clicking the name of who you want to be the default and selecting the radio button to set them as such.
4. Select individual LO's to show on Company Main page, or select all by using the arrows between the two tables.
5. Any Loan Originator listed in the List on Company Main Page table will be available for borrowers to select from for submitting applications through.
6. Use the Sort by buttons to arrange how your Loan Originators will list on the Company Main page.
- Sort by Registration - This will list the LO's in the order they were added to your Zip account.
- Sort by Name - This will list the LO's in alphabetical order by first name.
7. You can also click and drag to rearrange the order in which the list appears.
8. Hovering over any Loan Originators name will give you a preview of how their listing will appear on the Company Main page.
9. Click the Save button when finished.