You can assign a user to an existing loan by doing the following:
- Within the loan, go to the Setup Options screen.
- Update the drop down for the role you wish to update, and select the user you wish to assign.
See these steps below:
Note: If you are a loan officer, you can set a team so your processor and loan officer assistant are assigned automatically! See how here: Setting a Team to Automatically Assign Processors and LOAs