Navigating the Loan Assignments to Assign Loan Information or Reassign Loans

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 user is not able to edit any of the information on this page unless they are given a privilege by an admin.

iMP System Admin > View > User Profiles > Roles/Privileges > Edit Loan Assignments

When the user has the "Edit Loan Assignments" privilege, they will be able to edit Loan Assignments. 

NOTE: LOs fall into many different hierarchical structures, so it is important to know what Channel/Division/Branch the LO falls under in order to make loan reassignment easier. 

An Administrator look into user profiles to locate several pieces of significant information by the following means: 

iMP System Admin > View > User Profiles