Status and Agents

Modified on Sun, 8 Jan, 2023 at 7:19 PM

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.

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