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

Learn about the primary file status and how you can control edit and read-only permissions for the different user profiles.


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.