Skip to content
English
Submit Ticket Customer portal
Go to lendingwise.com
  • There are no suggestions because the search field is empty.

Setting User Permission Based on Primary File Status

— adjust them to match your workflow.To configure which user types can view o


If you want to restrict a file in read-only mode based on user type & primary file status, you can control that in the Company Settings--> File Status. For example, a loan officer or borrower cannot edit the file once the file is in processing status.

 

The respective user will NOT be able to move the file into a status they do NOT have permission for.