Update the Loan Owner

Overview

The loan pipeline is where you will manage all of your borrowers, including reviewing application and document data, making adjustments to the loan flow, and locating any additional information regarding the loan.

 

Among these options, you will have the option to update the loan owner if you need communication to be coming to the borrower from a different user or need to reassign who receives the notifications.

 

How to Use

In your team pipeline, locate the loan flow for the borrower that you'd like to edit, then click on the Edit Loan Flow action icon towards the right hand side:

 

 

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In the Loan Info section, you'll see a dropdown to select the loan owner:

 

Note: Only users supporting this pipeline will be available to select. If you need another user available they will need to be assigned to this pipeline by an admin first.

 

 

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Make sure you scroll down and select Save to confirm the changes:

 

 

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