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Mortgage Lender Profile Form

Fields marked * are required to submit form.

If you have questions, reach out to Chris Greer or Claudia Herrera.

Profile Photo Help
Upload a high-quality photo. The image should be at least 400x500 pixels at 72 dpi. Make sure the image has large dimensions and ample space around your head and torso to allow for cropping if necessary. Use the highest quality settings on your camera or phone, so your photo maintains clarity and resolution. Select the highest quality setting (large file size) when saving and emailing your photo. Do not edit or digitally manipulate your photo. To avoid compressing your image, do not send the image via text message or save it to a cloud-based application.

Photo Basics:

  • Submit a color photo taken in the last six months.
  • Use a clear image of your face. Do not use filters commonly used on social media.
  • Have someone else take your photo. No selfies.
  • Take off your eyeglasses for your photo.
  • Use a white or off-white background without shadows, texture, or lines.

Profile Bio Help
First impressions matter. When potential clients find your webpage, they'll be looking for information about you and your expertise. The best way to share these details is with a bio that provides background on your lending experience. A well-crafted bio can mean the difference between a lost lead and a new client.

Remember that a long bio does not make you seem more impressive. In fact, it makes it less likely someone will even read it at all. Keep your bio to less than 200 words and make them captivating.

Keep in mind that your bio isn’t written in stone; you should revisit it at least once a year to see what sort of tweaks you can make to sharpen your message.

Your bio info will go below the following bank-specific paragraphs. Please don't duplicate this info in your bio section:

Whether buying, selling, refinancing, or building your dream home, you have much riding on your loan specialist. Since market conditions and mortgage programs change frequently, you must ensure you're dealing with a top professional who can give you quick and accurate financial advice. |$bankname| has the expertise and knowledge you need to explore the many financing options available.

|$bankname| specialties include first-time home buyers, vacation homes, investment properties, jumbo mortgages, rate and term refinances, and cash-out mortgages. Our job is to give you expert advice to allow you to make a sound financial decision, all while delivering unparalleled customer service.

Bios Best Practices

  • Each bio should be unique and tailored specifically to the individual MLO.
  • Content should be refreshed as often as possible, signaling to Google we're digitally savvy and providing up-to-date content.
  • Include keywords in bios that can help with search.
  • Include years of experience and information on roles and function. This represents authority in the space to Google and potential customers.
  • Write in third person.

Enter bio info below.