How Company Admins to create custom Categories?

In the top navigation bar, select the Admin tab.
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On the company’s page, select the Settings.
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In the Settings page, click the Categories tab and click the Add Categories button to create a new category.
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A modal pop-up will appear. Enter the category name, then click Save. Your new category will now appear in the table.
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To edit an existing category, click the Pencil icon. To delete a category, click the Trash icon.
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After adding the category, it will be visible to Loan Officers under the selected company.
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