DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (email@example.com) for more information on what features are enabled for your use.
You can assign a team member an individual loan. Once added, they will have access to the assigned loan in their Pipeline and will receive all notifications related to that loan.
Assigning individual loans to a team member
1. Click the pencil icon next to the Assigned Loan Team on the Overview screen.
2. Click the pencil icon under the Assign selected loan to section in the Edit Loan Team window.
3. Search for the name in the search box.
4. Select the name/names, multiple names can be selected.
5. Click Select.
6. Click Save.
Note: Anyone assigned to a loan can add/remove other team members.
Version: 1.0 Rev: 8/12/19