How to Add, Remove, and Edit Loan Officer HVR Enrollments as a RETR Enterprise Admin

Enterprise account admins can add, remove, and edit loan officer (LO) enrollments for Enterprise Home Value Reports (HVR). You manage all of this from the HVR dashboard under the Admin tab.

Who Can Manage HVR Enrollments?

✅ Admins on an Enterprise account that has Enterprise HVR turned on can add, remove, and edit LO enrollments.
❌ Admins on an Enterprise account without Enterprise HVR can’t manage enrollments. To add the feature, contact your RETR account rep.

How to Open the Loan Officer Enrollments Screen

Step 1: Open your HVR dashboard

Step 2: Click View By LO

Click “View By LO” to see all of your loan officers. You’ll add, remove, and edit LO enrollments from this screen.

How to Remove a Loan Officer From HVR

Step 1: Find the loan officer

Use the filter bar on the right to search for the loan officer, then click their name.

Step 2: Turn off HVR Enabled

Switch off the “HVR Enabled” toggle to remove the loan officer from HVR.

Step 3: Go back to remove more loan officers

To remove more loan officers, click “Enrollment” in the navigation to go back to the Loan Officer Enrollments screen. Then repeat Steps 1–2.

How to Add a Loan Officer to HVR

Step 1: Click Add LO

On the Loan Officer Enrollments screen, click “Add LO.”

Step 2: Enter the loan officer’s NMLS number

Enter the loan officer’s Nationwide Multistate Licensing System (NMLS) number. Keep it handy before you start, because the first screen asks for it.

Step 3: Confirm the loan officer and add their details

Check that you’ve selected the right loan officer. A form then opens where you can add their email and other information.

How to Edit a Loan Officer’s HVR Details

To add or update a loan officer’s information later, go to the Loan Officer Enrollments screen and click “Edit” on the right side of that loan officer’s row.