It is important to have your personal and brokerage information accurate in your Profile because it appears in all your legal OREA form documents. To update how this information appears in your OREA forms follow these steps:
- Go to My Profile
- Navigate to either Personal or Brokerage Information sections and click "Edit"
- Once you have updated your information, click “Save” and your new brokerage information will be populated into forms automatically
Note: Updated personal & brokerage information will be applied to newly created documents only. All existing documents will keep the retain previous information.