Loan officers can assign, reassign, and add team members to loans on the go.
1. Click the pencil icon next to your initials.
2. Click Add a new assignee.
3. Search for the team member.
4. Select the team member's name to be added to the loan.
Remove team member from a loan
1. Select the name of the team member to be removed.
2. Click Remove.
Note: You can remove team members (including yourself) and reassign the loan. You can also remove yourself from a loan and leave the loan unassigned, if desired.
DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (firstname.lastname@example.org) for more information on what features are enabled for your use.