Assign Loan

Actions > Assign Loan

The Assign Loan screen allows a user to assign users to the loan. (for example: Processor, Funder, and so on.)

To assign someone to a loan select Actions > Assign Loan. The Loan Number and the Borrower Name will display. To assign a user, click the drop-down field User to display a cascade of allowable users for selection. Click on the name of the user to be assigned and then click Submit.

If Close is clicked, the selected user will not be assigned to the loan.

Tip: Only one user per role may be assigned on a single loan file.

Once an assignment to a loan is made, an email is generated and sent to the assigned user to notify them of the new loan file assignment.

User Right:

Assign Loan