Internal setup — never appears in the candidate's letter
States they're licensed to originate in *
Tap every state on their NMLS record. Shaded = a NorthStar branch is licensed there. Open their NMLS record →
Landing branch *
Cost center visibility *
NorthStar builds a cost center for every advisor. Will this advisor be given access to see theirs?
Deal terms — the decisions you actually make
Default comp *
The "Default" row on Canopy's requisition must match one of the basis types on this LOI. Does default comp need to be different than self-gen comp?
House defaults — sent to Finance as-is unless you change them
Preview — edit freely before sending
Letters of Intent
Everyone in a Closing station, plus anyone who already has an LOI drafted.
Text
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Settings
Pipeline stations
Booking links (Schedule button)
Branch licensing (NMLS planning)
One branch per line — Branch name: GA, FL, TN. When a recruit's licensed states are on file, their profile shows which branch covers them and flags gaps before they're assigned.
Recruit portal pricing
Rate ladders from the Nano Rate Import sheet. The portal removes branch margin (Gov 350 / Conv 300 bps) and adds the recruit's commission and loan costs. Recruits see pricing for 24 business hours after it's refreshed, with an amber note after 6.
Published CSV links (automatic refresh)
In the sheet: File → Share → Publish to web → choose the tab → CSV. Paste each link here and save settings. The portal refreshes itself when pricing is over 2 hours old.
Daily sync from the sheet (Apps Script)
The script in the repo (scripts/nano-rate-sync.gs) runs inside the Nano Rate Import sheet and pushes the six recruit ladders here every weekday morning and hourly during business hours. Store this URL in the script's properties as RATES_HOOK_URL. Never put it in an email or the code.
Recruit portal: Why NorthStar
The cards recruits see first. Video links can be YouTube, Vimeo, Loom, Google Drive, Descript share links, or an .mp4. Leave the video blank to show text only.
Office lease questions
One question per line. These show in a recruit's profile under Office lease. Clear a box and save to restore the starter list. Answers already given to a question you reword stay on the recruit's record under "Earlier questions."
Elite Mortgage Recruiters → bookings
In our Elite HighLevel sub-account, add a workflow (trigger: Customer Booked Appointment, plus a second one on Appointment Status) with a Webhook action — POST to this URL. Each booking lands on the board as an Emotional Connection Call booked by Elite; status changes update it.
RETR → pipeline + GoHighLevel
Paste the URL below into RETR → Integrations → Webhook URL for LO Contact Data. Each push lands in Research (deduped by NMLS / email / phone) and is forwarded to GHL.
Talent Pipeline