Team Manager or Loan Officer Assistant Features

Manage Your Team and Logging Into Team Member Accounts
As a team manager or Loan Officer Assistant, you can use your "Manage Teams" menu option to login to team members, view reports, and more!  Note: ...
Fri, Jan 24, 2020 at 3:03 PM
Managing Tasks
As a team manager or Loan Officer Assistant, you will usually have the ability to assign tasks to your team members or be able to complete tasks that your t...
Fri, Oct 5, 2018 at 8:40 AM
How to Manage Your Team
NOTE: You may not see all management options due to organizational permissions.  On the left navigation, click Manage Teams.  On the right side of the...
Thu, Mar 19, 2020 at 11:29 AM