Updating contact information

Each contact’s information is stored in a profile that can be updated at any time.

In this article, you'll learn how to update contact information for an individual profile and help your subscribed contacts update their own information.

Select Shiftboard sites are currently using the new interface.

If you do not yet have access to the new interface, please continue to refer to our existing Support documentation.

Let’s say that your address or telephone number has changed and you want to update your site to display these changes. Log into The Site– First Login into your websites portal.

The login links look and proximity may vary from site to site, but is usually found towards the top OR bottom of your site. Site Manager – Next, go to the Site Manager by clicking the “Site Manager” application. Firm Info – Change the info here to be your current contact info then click “Save”. More Options – Tags – Change the info here to be your current contact info then click “Save”. Publish – Click publish and your website will get updated with the changes you have saved. If some of the contact info on your site has not changed please try holding CTRL and pressing F5 on your keyboard a couple times to refresh your browser. It’s probably because it does not have a Tag, you may have an old design or the Tag has been removed from that area of the page, so you will need to go into the Site Manager again and change the info manually on the page or change it to a Tag.

Note: Due to the number of areas needed to properly change the address and phone number on your website we recommend emailing your contact information changes to the webmaster support team at [email protected] can request a free credit report from the credit reporting company used by the lender if your application has been declined or other adverse action has been taken.The lender must provide an adverse action notice explaining how to do so.If you need to unsubscribe, export, archive, or permanently delete a contact, use the Actions drop-down menu at the top of their profile.Click Remove contacts to access the Archive and Permanently delete actions.

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