✅ How to Set Up a Processor in the System

Go to the “User/Contacts” Tab
- Navigate to your Settings > User/Contacts.
Click “+ Add User”
- Choose to add a new Back Office User.
Fill in Processor Details
- Enter the user’s name, email address, and any other required contact details.
- Under Role, select “Processor.”
  - (Note: You may also use a similar role such as "Loan Assistant" if it fits your workflow better.)
Set Permissions & Visibility
- Decide what this Processor can view, edit, or receive notifications about.
- You can:
  - Limit access to only certain loan files or branches
  - Allow visibility into full pipeline activity
  - Enable/disable specific actions (e.g., document upload, borrower communication)
Save the User
- Once all settings are configured, click “Save” to create the Processor user account.

The Processor role can be highly customizable depending on your workflow. As a Manager, consider the following:

Visibility Scope
Will this Processor need access to all files in a branch, or only those they’re assigned to?
Data Sensitivity
You may want to limit access to certain data types like:
- Borrower PII
- Income & asset documentation
- Credit reports
Notification Preferences
Choose whether the Processor should receive:
- Status change alerts
- Task reminders
- Document upload notifications

If your company has the Automation Engine enabled in your billing plan:

You can automatically assign a Processor to files based on rules like:
- Loan Officer
- Branch
- Loan type

This helps streamline your pipeline and ensures Processors are assigned early in the loan flow.

Clearly communicate the Processor's expected role with the team to avoid permission overlap.
Periodically review and audit user access to maintain data security.
Use naming conventions or internal notes if adding a third-party processing company, so team members know it’s an external partner.

Need help configuring custom permissions for your Processor? Reach out to your account manager or support team — we’re here to help.

A Processor plays a key role in supporting loan files — whether they're part of your internal team or an external processing company like House Numbers. Here’s how to set them up properly in the system and what to consider when configuring their access.