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      1. LendingWise - Help Center
      2. Frequently Asked Questions
      3. LOS

      How to Assign an Employee to a Loan File?

      There are multiple places in the system where you can assign an employee to a loan file.

      1.) Dashboard -  "Upcoming Closings" and "Most Recent" tabs 
      Click on the "Assigned Employees" icon under the Action(s) column
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      2.) Pipeline-Main - Green Shortcut Folder
       
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      3.)  Admin Tab
       
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