Create A Loan Officer

  • Updated on Jun 16, 2025
  • 1 minute(s) read
  • Jim Bentley
  • JD
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Overview: Process to create a Loan Officer. This function can be performed by “site admin” or BPOS “support staff”. These requests will originate from Marketing team or site Admin. note: If under 20 we create manually, there is a bulk upload tool but needs to be reworked, we do have a template (CSV) for large batch requests. lo-import 1.csv

  • Navigate to BPOS Admin Site

  • Select “Loan Officers” on left side pane

  • In the top right select “Add Loan Officer”

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

  • LO Profile (required fields)
    - Select a branch *if not provided use corporate office - The Big POS landing page URL *exp. suzbrown.mychurchill.com or calicea.northpoint-pos.com
    - Site name *pulls from first/last
    - First & Last name
    - Email Address
    - NMLS ID
    - Phone
    - Title
    - LO Bio title & Bio
    - States licensed in

  • Branding & Images
    - Banners/logo/background will pull from default set during onboarding
    - Headshot image (300×300)
    - Social media URLs
    - Disclaimer

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

  • Intergration
    - LOS user ID (must match Encompass)
    - EPPS username