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Solution home User Guides Loan Origination System (LOS)

Adding a Processor or LOA to a Loan File Print

Modified on: Fri, 16 Oct, 2020 at 12:59 PM


A user can be added to a loan file in a few ways:


  1. Manually When creating a new loan file:  Creating a New Loan File
  2. Manually on an existing loan file:  Adding a Processor or LOA to an Existing Loan File
  3. Automatically on a new loan file as part of a team:  Set a Team to Automatically Assign Processors and LOAs

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