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How to Create an Account

Some resources to help you understand how Articles can be used

Updated over a year ago

To visually see how to do this, click here to see our video tutorial.

  1. Click the "Don't have an account?" link.

  2. Fill in the required fields:

    • Full Name

    • Email

    • Role (Loan Officer, Processor, Company Admin, or Company Owner)

    • Legal Company Name (Do not use your DBA; you will enter your DBA later)

    • NMLS number (Leave blank if you don't have one)

  3. Click "Sign Up".

  4. Check your email for the 6-digit verification code.

  5. Enter the verification code to proceed to the next steps.

  6. Complete your registered business address and phone number (enter your company phone number).

  7. Provide your personal information when prompted (Note: We ask for your Social Security number as lenders will require it for due diligence purposes).

  8. Add any team members who fall into the following categories:

    • Owners or principals with over 10% ownership

    • Executive management that signs off on broker agreements

    • Admins who assist with TPO approval and renewal paperwork for lenders

  9. Select your Point of Contact (Note: This is the person lenders will communicate with for approvals and recertifications).
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