In the My Teams tab of User Settings, Loan Officers can set other users within their organization to automatically be assigned to their new loans.
Clicking the Manage button will open a list of the other users in your organization, divided into Loan Officer, LO Assistant, and Loan Processors sections. Check the box next to any of these users to add them to your Team.
It is important to note that this will not apply retroactively to pre-existing loans, only to new loans going forward. If you want to assign someone you have added to your team to all of your existing loans, click Mass User Assignment and select that user.
Note: If you are setting up a new Company Account and haven't added any additional users yet, you won't see anyone here. Proceed to the next step and come back to My Teams to set up your team after you've added your other users.
If you're following our New User Onboarding Guide,
Click here to go to the next step!