Step 3 of 4: Schedule Setup Call
Book Your Day 1 Onboarding Session
Pick a time for your first 1-hour onboarding session. We'll set up your business information, phone number, texting registration, and domain, and connect your email, calendar, and social accounts.
Before your session, please have ready:
Your Domain NameAccess to your domain registrar (GoDaddy, Namecheap, Cloudflare, etc.) or DNS logins.
Completed Setup DocBusiness legal name, EIN, registered business address, and company phone.
LOS Login CredentialsYour loan origination system credentials (shared through the secure method we provide, never by regular email or text).
Security Reminder: Never send passwords or borrower data over unencrypted email or SMS. We provide a 256-bit encrypted secure vault link.
Select Date & Time (1-Hour Live Video Call)
Hosted by Andrea Hudson or Feionne Fullerton on Zoom or Google Meet.
Eastern Time (US & Canada)
Embed custom calendar code or URL (optional)
If you have a dedicated calendar embed link or widget iframe, you can paste it here:
Selected Session: Friday, Oct 24 at 10:00 AM