• Reassign License Form

    Please complete this form if you want to REMOVE an existing or if you'd like REPLACE an existing user with with a new one. If you need to create replace an existing LO and create a new Team please use this form: https://form.jotform.com/210455647457158
    • Please allow 1 business days for processing
    • Removed Users are left intact, but disabled, and can be reactivated in the future
    • A Remove User request will be reflected in your future billing invoices
    • A Reassign Whiteboard License request will NOT be reflected on your billing invoices
    • The new user will be provided with their own set of login credentials
    • The Support Team will process your request and notify you by email when it's complete
  • As a part of our standard Team Deactivation protocol we will "release" all the partners owned by the removed Loan Officer. This will allow other Teams to "claim" the partner so that they can still receive holiday and birthday messages.

    These Partners can still be used for business purposes regardless of their "claim" status.

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