Before a Contract Processor can be assigned to a loan, the primary Loan Officer must add the Contact Processor to their team. Find instructions for this in the resource linked below.

Add Contract Processors to My Teams

1. Navigate to your loan > Loan Center.  

2. In the File Contacts section, click ... > Manage Contract Processors. 

3. Enter the Contract Processor's name or email in the search field to locate the Contract Processor. 

4. Select the Contract Processor by clicking the checkbox > Save.

5. The Contract Processor will be listed in the File Contacts section. 

If your Company Admin has chosen to restrict processor assignments, you will not be able to assign a processor yourself. Instead you will see a Request Processing section with a Request Now button at the bottom of the File Contacts section.

You must click Request Now and fill in the prompted info to send a processor request to your Company Admin, who then must approve the request and assign the processor themselves.