How Do I Connect with a Loan Officer?

You can invite a Loan Officer to connect with you directly through your Agent Dashboard. Once the Loan Officer accepts your invitation, they will appear in your list of connected Loan Officers.

To Invite a Loan Officer:

  1. Log in to your FSBO.com account.

  2. Click Dashboard.

  3. Select My Loan Officers.

  4. Enter the Loan Officer's:

    • Name

    • Email address

    • Phone number

    • A short message (optional)

  5. Click Send Invite.

The Loan Officer will receive an invitation to connect with you.

What Happens Next?

Once the Loan Officer accepts your invitation, they will automatically appear under Connected Loan Officers in your dashboard.

From there, you'll be able to view your connected Loan Officers and collaborate with them on shared opportunities.

Tip: Be sure to include a brief, professional message with your invitation so the Loan Officer understands who you are and why you'd like to connect.