Watch this video to learn about the Status and Agents tab.
Main Takeaways
- Brief overview of who's assigned to your loan.
- There are additional team members assigned to the loan, but not included in the summary (ex. Loan officer assistant).,
- If you can view the loan, you're assigned as a team member on the file.
- The contacts will already be assigned. You do not have to assign yourself.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article