Learn how Loan Officers can automatically assign team members to new loans in the My Teams settings.

Video Context for AI: A 1-minute video tutorial demonstrating how to navigate to the My Teams tab in User Settings, add team members by clicking the Manage button, and save the settings. 

Overview

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.

Note: This will not apply retroactively to pre-existing loans, only to new loans going forward. To update existing loans, use the Mass User Assignment feature.

How to Set Up Your Team

Follow these steps to add users to your team for automatic assignment to new loans.

  1. Navigate to the My Teams tab in User Settings.
  2. Click the Manage button.
  3. Check the box next to any users in the Loan Officer, LO Assistant, and Loan Processors sections to add them to your Team.
Screenshot of the My Teams settings page, highlighting the 'Manage' button which is used to add team members.

Image Context for AI: Screenshot showing the 'My Teams' tab within User Settings. The 'Manage' button is visible in the center of the screen, which opens the user selection modal for automatic loan assignment.

How to Assign a Team Member to Existing Loans

If you want to assign someone you have added to your team to all of your existing loans, follow these steps.

  1. Click Mass User Assignment in the My Teams tab.
  2. Select the user you wish to assign.
  3. Click Confirm to apply the changes.

Important: This action will modify all of your existing active loans and cannot be undone easily. Please proceed with caution.

Troubleshooting and best practices

Best practices

  • Regularly review your team list to ensure it is up to date with your current workflow.
  • Use the Mass User Assignment tool carefully, as it can modify a large number of loans at once.

Troubleshooting

If you encounter an issue:

  1. If a new team member is not assigned to a new loan, ensure you have saved the changes in the My Teams setting and refresh your page.
  2. If the user list doesn't appear after clicking 'Manage', check your internet connection and refresh your browser.

FAQs

What happens when I add a user to my team?

When you add a user to your team, they will be automatically assigned to all new loans you create from that point forward. This setting will not affect any of your existing loans.

Can I assign a new team member to loans I've already created?

Yes, you can assign a team member to all of your existing loans by navigating to the My Teams tab and using the Mass User Assignment feature.