Individual Assignment

To add users to an existing Loan File, go into the Setup & Contacts tab. Under File Contacts, click Select Team to add other users from within your company, or click Manage CP to select a Contract Processor.

Note: For assigning users when creating a loan, see our support article Creating a New Loan File

The list of available contacts is sorted first with your Team, then your Branch, then your other branches. Check the box to assign a user to the loan, and click the star to assign them as the primary.

Automatic Assignment

If you are a loan officer, you can set team members to be automatically assigned to all of your new loans from your User Settings > My Teams. See our support article Setting a Team to Automatically Assign Processors and LOAs

Bulk Assignment

You can use the Mass User Assignment button in your User Settings > My Teams to assign the selected user to all of your active loan files. See our support article Setting a Team to Automatically Assign Processors and LOAs