Editing Your Profile

How to update your name, email, and project details.

Accessing Your Profile

1. Click your avatar or name in the top navigation
2. Select **Profile**
3. Update your information
4. Click **Save**

What to Update

• **Full Name** — Your legal name as it appears on loan documents
• **Email** — Your primary contact email address
• **Phone** — Best contact number

> TIP: Keep your profile information current. Your name and contact details are pulled into Bank Ready packets and draw requests automatically.