This feature allows the originator to share a loan with an originator processor user to allow them to make edits on the file. (This user option is typically used for Wholesale clients and brokers.) Originators may share a loan with an originator processor before and after it has been finaled with the applicable user right.
To share a loan with an originator processor, select Actions > Share with Processor. The screen will refresh and the screen will be replaced with Release from Processor within the Actions menu.
Require Originator or Originator Manager to share loan with processor