Account Admins can customize the items highlighted below in the CreditXpert action plan PDF or in the invitation template that you send to the applicant. Use the key to see where the information can be updated.
| Item | Where to update | |
| 1 | Mortgage Professional's Name | My Profile |
| 2 | Company Logo #1 | Company settings |
| 3 | User Address | My Profile |
| 4 | Mobile Number | My Profile |
| 5 | Email Address | My Profile |
| 6 | Disclosures | Company settings |
| 7 | Company Logo #2 | Company settings |
| 8 | Company Name | Company settings |
| 9 | Target bin on action plan PDF | Company settings |
| 10 | Estimated total cash needed on action plan PDF | Company settings |
Applicant Invitation
Action Plan PDF