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Account Descriptions

Back Office Users

Back office users have roles like manager, processor, quality control, underwriter, closer, or any custom value. They can manage all files globally or specifically assigned to them.

Branch Managers, Account Executives, Correspondents

These users types manage loan officer, broker, agent relationships and their respective borrower loan files. They can manage their own direct borrower relationships as well.

Loan Officer, Brokers, Agents, Referral Partners, & Affiliates

These users can login and manage their own respective leads & borrower loan files in processing. They typically belong under a branch.

Borrowers, Clients

Login here if you are a borrower looking to view, update or add additional files or applications.