My Settings

My Settings

Introduction:

Better MLO offers a powerful feature known as "My Settings," allowing you to personalize your user experience according to your preferences and professional goals. In this guide, we'll explore the various options available under "My Settings" and how you can tailor your experience to suit your unique needs.

Accessing "My Settings":

“My Settings” is accessible to all users, whether or not you are an administrator.

1. To access "My Settings," navigate to “Settings”.

2. In the list under “Settings”, select "My Settings."

Updating Personal Information:

1. After clicking “My Settings”, now you can update your personal information in "My Personal Details" section.

2. Profile Picture: Upload or change your profile picture by clicking on the "Upload" button.

2. Update your name, phone number, and MLS ID as needed.

3. Click "Update My Details" to confirm the changes.

Email Verification: 

Please note that changing your email address requires a re-verification process. You will receive an email for verification before the new email address is updated.

Changing Your Password:

1. If you wish to change your password, click on "Change My Password" in the "My Settings" menu.

2. Enter your current password, followed by your new password. Confirm the new password.

3. Click "Update Password" to complete the password change.

Setting Your Personal Goals:

Personal goals are a crucial aspect of Better MLO.

1. To set your personal goals, click on "My Goal Details" in the "My Settings" menu.

2. You can customize your annual income goal, basis points (BPS), and workdays per week by clicking the “Edit” icon on the left side under “Based On Calculation”.

3. Income Goal: Set a specific income target that aligns with your career objectives.

4. Basis Points (BPS): Set your basis points, which determines the percentage of commission earned per closed loan. 

5. Days Work per Week: Specify the number of days you work in a week.

6. Click "Save" after setting your personal goals.

Understanding the Goal Calculation:

Better MLO provides a dynamic calculation of your goals based on the information you provide. The goal calculation is influenced by your income goal, basis points, and workdays per week.

Utilizing Goal Views:

The system offers three goal views:

  • Monthly:

  • Weekly:

  • Yearly:
  • Choose the view that best suits your work schedule and objectives.

Changing Personal Goals:

1. To adjust your personal goals, revisit the "My Goal Details" section in "My Settings."

2. Make the necessary modifications to your income goal, basis points, or workdays per week.

3. Click "Save" to update your goals.

Monitoring Progress:

  • Log Touches:

Keep track of your interactions with potential clients.

  • Estimated Monthly Income:

Real-time calculation based on your logged touches and income per touch.

Conclusion: 

Personalizing your Better MLO experience is simple and essential for achieving your professional goals. Update your personal information, set your desired income targets, and customize your goals to align with your objectives. The system provides valuable insights into your progress, ensuring that your efforts are translating into results. Keep your goals up-to-date to stay on track and monitor your income potential with Better MLO's innovative features.

    • Related Articles

    • Company Settings

      Introduction: In Better MLO, configuring company settings is a crucial step to align the platform with your organization's specifics. This guide will walk you through the essential components within the "Company Settings" section, emphasizing their ...
    • How to change the Facebook Ad spend limit?

      It's good practice to set a spending limit on your Facebook ad account to prevent yourself from accidentally going over it. However, we often forget that limit. When that happens, the ads will no longer be spent and Facebook will not show them to ...
    • How to change the Facebook Ad spend limit?

      It's good practice to set a spending limit on your Facebook ad account to prevent yourself from accidentally going over it. However, we often forget that limit. When that happens, the ads will no longer be spent and Facebook will not show them to ...
    • How to Switch between Facebook Accounts?

      Simplify your social media management with these quick steps to connect and organize your Facebook, Instagram, and other accounts effortlessly through our platform. If you need to switch between different Facebook accounts you will need to: Go into ...
    • Contact Stage

      In this guide, we will walk you through the Contact Stage Settings within the Better MLO system. These settings allow you to manage and customize contact stage names to suit your needs. The contact's stage is a way to categorize and track their ...