Loan Officer Dashboard

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 My Seller’s 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

  • Become the main contact for your sellers’ listings

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 receive:

  • A free upgrade from Starter to Plus

  • A $100 discount toward an MLS listing package

These benefits can help you provide additional value while building stronger client relationships.

My Agents

Invite your agent colleagues to become part of your network. You can email an invite or send them your referral link so that they become a part of your downline.

The my agents section will show all of your connected agents and where they are licensed.

Pro Network

Have a seller that needs an agent in an area that you do not have an agent partner? Did you connect with a seller that has a property in a state your are not licensed in? Utilize this section to search for FSBO Pros in other areas.

Page Visitors

Page visitor data including how they came to your profile and their contact information if they have an account on FSBO.com. You can also send messages to the users who have an account with FSBO.com.

Public Profile

Your public profile is often the first impression sellers have of you. A complete profile helps build trust and increases the likelihood that sellers and buyers will choose to work with you.

Make sure to include:

  • Custom URL name

  • Headshot and banner photo

  • Licensing information

  • Bio/About me

  • Contact information

  • Social media links

  • Application link

  • Phone number that you want to show on your clients listings (must be agreed to by seller)

Marketing Resources

Take advantage of the tools included with your FSBO Pro subscription to help promote your business and grow your network.

Visit the Marketing section of your dashboard to access:

  • Referral link

  • FSBO Pro Logos

  • FSBO Pro Zoom backgrounds

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.