Overview
The Loan Officer Dashboard is your central hub for managing sellers, monitoring listing activity, tracking buyer engagement, and growing your mortgage business through FSBO.com.
Designed specifically for Loan Officers, the dashboard provides visibility into your connected sellers, their listings, buyer inquiries, and lead opportunities—all from one convenient location.
Dashboard Features
My Sellers
The My Sellers section allows you to manage all consumers connected to your account.
From this page, you can:
View your connected sellers
Send and track connection invitations
Monitor seller activity
Access seller listings
Create listings for your seller clients
Manage client relationships
Every seller connected to your account is organized within this section for easy access.
Seller Listings
The dashboard provides visibility into listings created by your connected sellers.
You can:
View listing details and suggest edits
Monitor listing status
Track listing activity
Stay informed about marketing performance
Assist sellers throughout the transaction process
This allows you to remain engaged throughout the lifecycle of each property listing.
Buyer Activity Notifications
When buyers interact with your sellers' listings, you'll receive notifications that help you identify potential financing opportunities.
You may be notified when a buyer:
Requests information about a property
Schedules a showing
Sends a message to the seller
Expresses interest in purchasing a property
These notifications allow you to engage with prospective buyers at key points in the home-buying journey.
Lead Management
The dashboard includes tools to help you organize and manage your opportunities.
Lead management features help you:
Track seller relationships
Monitor active opportunities
Follow up with prospective clients
Manage invitations and connections
Identify potential loan opportunities
Having all leads in one place makes it easier to prioritize outreach and grow your business.
Messaging Tools
Communicate directly with connected sellers using the platform's built-in messaging system.
Benefits include:
Centralized communication
Faster response times
Improved organization
Easier collaboration throughout the transaction
Keeping communications within the platform helps streamline interactions and maintain clear records.
Account Management
Your dashboard also provides access to account settings and profile management tools.
You can update:
Contact information
Professional profile details
NMLS information
Company information
Notification preferences
Keeping your profile current helps sellers and buyers connect with you more effectively.
Seller Benefits Tracking
The dashboard allows you to monitor seller benefits associated with your participation in the Loan Officer Program.
When sellers connect with you, they may receive:
A free upgrade from Starter to Plus
A $99 discount toward an MLS listing package
These benefits can help you provide additional value while building stronger client relationships.
Best Practices
To get the most value from your Loan Officer Dashboard:
Review new notifications daily.
Respond promptly to seller and buyer inquiries.
Keep your profile and NMLS information up to date.
Regularly monitor your connected sellers' listings.
Follow up quickly on buyer activity notifications.
Use the messaging tools to maintain active communication.