Inside a loan file
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      3. Inside a loan file

      How to Assign a Loan Officer/Broker to a Loan File?

      There are several places you can see and assign a Loan Officer and/or Broker to a Loan File.

      1. Quick and Full App tabs inside a Loan File

       

      2. Dashboard -  icon outlined below in "Upcoming Closings" and "Most Recent" tabs 


      3. Pipeline - Shortcut Folder - You can view the assigned Loan Officer and/or Broker on a file as well as assign/reassign clicking on the "person icon" outlined in the screenshot below: