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            Loan Officer Information

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            3. Financial Services Cloud Admin Guide

            Loan Officer Information

            The Loan Officer Information component displays useful contact information to customers. Optionally configure the contact information or add the tile to other Experience Builder pages.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            screenshot of loan officer tile on RLA page

            The Loan Officer Information component displays contact information for borrowers on the Residential Loan Application Detail and Summary pages. You can relocate it on theses page, drag it to other portal pages, and configure the contact fields.

            Configure Contact Fields
            Configure Contact Fields

            From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites. On the All Sites page, click Builder next to your Client Portal site.

            1. From the top menu, click Applications.
            2. On the Applications page, click the Loan Officer Information tile.
            3. To display the Fields to Display panel, click Select.
            4. In the Fields to Display panel, choose contact details to display for the Loan Officer Information tile. Drag Selected detail boxes up and down to arrange the display of these fields. Click OK. screenshot of sample loan officer contact tile
            5. In the Loan Officer Information panel, optionally enter a title in the Title field.
            6. In the Record ID field, enter the Account ID of the loan officer.
            Add a Loan Officer Information Tile
            Add a Loan Officer Information Tile
            Note
            Note You can drag the Loan Officer Component onto other pages. Navigate to the page and click the Components icon to display the dropdown panel. Under Mortgage, drag the Loan Office Information component to an editable region on the page canvas. Then configure the component's display fields. The Components menu lists only components that are compatible with the selected page.
             
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