You can assign a user to a loan in multiple places i.e. Dashboard, Pipeline and inside a loan file.
You can assign a user to a loan application.
You would go to the pipeline, open the folder on the left hand side.
Click on the icon mentioned in the screenshot below to perform this step. From the options provided, you can select the user role then select the employee's name you would like to assign the loan application.
Dashboard
For files in the "Upcoming Closings" tab
Select the "Role" type and then the "Employee" you would like to assign to the file, then click "Save".
Same way in the "Most Recent" files tab
Select the "Role" type and then the "Employee" you would like to assign to the file, then click "Save".
Pipeline
Using the green "Shortcut Folder" icon
Inside a Loan File
Under "Admin" tab.
Select the "Role" type and then the "Employee" you would like to assign to the file, then click "Save".
