Users & Permissions

There are 5 main user types: Back Office Branch, Loan Officer, Broker & Borrower. See the user architecture & hierarchy below. All users can login via the main login portal

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  1. Back Office users represent your team members with roles like processor, underwriter, closer, attorney, etc... ("Manager" role= full system admin privileges) Back office users see all loan files from all your sales channels like branches, loan officers & brokers. However, you may set each users permission in their profile to restrict which files they see, when they can edit & what they can edit, as well as access to various features.

2. Branches can be used in various ways. They can represent divisions in your organization, account executives, or even correspondent lending relationships. A Branch level user will only see the loan files under their branch and from their broker or loan officer network. Branches can be white labled under their own brand & logo. Including their own loan products, doc generation, emails, etc...

NOTE: Every organization will need at least 1 main branch where all their loan files are assigned.

  1. Loan Officers have their own login portal and will only see their loan files accordingly. All loan officers get their own unique URL link for their quick & full loan applications. Set their permissions carefully to control what & when they can edit loan files. They can also be under multiple branches in your organization if needed.

  2. Brokers have their own login portal and will only see their loan files accordingly. All brokers get their own unique URL link for their quick & full loan applications. Set their permissions carefully to control what they can edit and when they can edit. They can also be under multiple branches in your organization if needed.

NOTE: You can create unlimited brokers for free, which allows them to submit deals via their own unique quick/full app webform, & access the loan status/required docs portal for each loan file.

  1. Borrowers have their own login portal to submit new loans, access all their current loans & update their personal information. Borrowers typically don't need to use the portal in order to submit loan requests and upload docs to their loan sin processing.

Adding Users- If you need to add users to your account, please email [email protected] or You can click on company info under settings, and click on "Add Users" If your account has been linked to Chargebee, click "modify plan" to add or remove users. *Not every account has been migrated top Chargebee yet.