How Do I Assign/Unassign A Loan Officer To An Application?

To assign/unassign a Loan Officer to an application;

• Confirm that you have the permission configured or assigned to your role on the admin portal

• If you do not have this permission assigned to your role, you can
  • reach out to another user with the permission to carry out this action
  • or have them assign the permission to your role 
• Search for the application ID on the Applications tab
• Scroll down to the Assigned Officer section and click on the edit button

• Select the user you wish to assign the application to on the dropdown
• Click on the Update button

Once this is done, a success message "Loan Officer Successfully Assigned" will be displayed. 

You can also unassign the application by following the same steps listed above. 

Please take a look at the recording below for further clarification on how to assign or unassign an application.