Showcase your company and brand with ease! List your products, specific pricing, and contact information all in one place. Connect with mortgage lenders by highlighting your offerings, including social media links, and select loan programs or tags to make your company easily discoverable by your target audience.

To locate the Solution Center settings, click 'Solution Center' within the settings dropdown:

Solution Center - Overview

The overview section is where customers can control the primary company information that displays for clients and prospective clients. 

When new customers partner with Comergence their account is 'Not Visible' by default, allowing them time to manage their information before making themselves visible in the system. Customers can then enable and disable visibility at any time.

Select 'Edit' to update the Overview details:

The only information that is required is the preferred 'Company Display Name'. As other fields are completed, refer to the preview to see how the information will show to clients.

1. Company Display Name - This is the name that will display in the system. Customers that prefer to use a DBA can enter this name here to ensure representing as they desire.

2. Company Contact, Phone, and Email - This information will display under the Company 'About Us' and is the general contact information for the company. Customers offering specific products or business channels lenders can apply to will have the opportunity to enter specific contact information for those services within the 'Products' and/or 'Apply Now' tab (see below).

3. Company Logo - The Company Logo will display in the company card as well as throughout the system, such as on print applications, questionnaires, etc.

4. Marketing Content - This additional image will show to the right of the company 'About Us' within the overview and the text will wrap around the image.

5. About Us - This is a space for customers to craft a compelling narrative about their company. Ensure the information presented is clear, engaging, and informative for prospective clients.

6. Tags & Loan Programs - Customers offering products can use tags and investors can use loan program selections to make their company easily discoverable by their target audience. 

7. Social Media URLs - As customers add their Social Media Links to the appropriate fields the corresponding icon will reflect in the preview (shown below) and will be clickable for clients to reach each their page(s).

Overview Preview

Solution Center - Products

The Products Tab is only visible to customers with at least one active product added. This is where customers can manage and showcase products and services they offer to lenders & originators.

Select 'Edit' to update the Products Overview for all products offered. The Product Visibility switch allows customers to control which products are currently visible in the Solution Center. 

After selecting 'Manage' each product's unique description and contact information can be updated.

As each field is completed, refer to the preview to see how the information will show to clients.

When a lender selects 'Contact Us' an email will be generated to the contact email entered with the following details:

<Customer Name> has a new inquiry for <Product Name>. Below are the details provided by the interested contact:

Company Name, NMLS ID
Name:
Email:
Phone number:

Solution Center - Apply Now

The Apply Now Tab is only visible to investors with at least one active channel added. This is where customers can manage the channels they offer applicants to apply to them. 

Channel Descriptions and Contact information is managed within the 'Manage Channels' section. Click the link provided to direct to that section. For more information on 'Manage Channels', click HERE.

After making the desired updates to the channel information, users can return to the Solution Center > Apply Now tab to view the preview how the information looks to clients.