Add a Branch

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  • Navigate to BPOS Admin Site

  • Select “Branch” on left side pane

  • In the top right select “Create Branch”

  • From here you will see “Branch Profile” “Branding & Images” “Features” “Intergrations” we will review each tab below

  • Branch Profile (required fields)
    - Select a corporation
    - Select a branch type
    - The Big POS landing page URL
    - Branch name
    - Address
    - NMLS ID
    - Phone
    - Branch description
    - States licensed in

  • Branding & Images
    - Banners/logo/background will pull from default set during onboarding
    - Social media URLs
    - Disclaimer

  • Features
    - will pull from default set during onboarding
    - Can Customize

  • Intergration
    - LOS user ID
    - EPPS username