Navigating the Loan Assignments Feature to Assign Loan Information

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The Loan Assignment tab contains information regarding the Loan Officer (LO) assigned to the loan as well as the Channel, Division, Branch, Loan #, etc. The LO is not able to edit any of the information on this page unless they are given admin rights to do so.

 

A user with admin rights has the ability to change the Loan Officer or supplemental information linked to that particular LO for various reasons; perhaps the LO is on vacation, the LOA has changed, the LO works out of a new office, etc.   This is done in System Admin → User Profiles

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