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Setting User Permission Based on Primary File Status

Control which user types can edit a loan file in each Primary File Status.


If you want to restrict a file in read-only mode based on user type & primary file status, you can control that in the Settings > Platform 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.

To require certain fields or documents before any file can move into a status, use Loan Status Hard Stop Rules: click the lock icon next to the status on the same page. The lock icons only show while "Enable Loan Status Hard Stop Rules" is turned on in Settings > Platform Settings > Company Settings.