<aside> <img src="/icons/list_gray.svg" alt="/icons/list_gray.svg" width="40px" /> Table of Contents

• Super Admin
• Loan Officer
• Loan Officer Assistant
• Branch Manager
• Borrower Journey
• Partner Journey
• Processing Manager

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The Borrowers feature offers a centralized repository for managing borrower information effectively, facilitating streamlined communication and collaboration within the team.

• The Borrowers feature provides comprehensive details about borrowers, including:

  • Name
  • Assigned Team Member
  • Email Status
  • Address( The current address of the borrower)
  • Creation Date
  • Tags(different from the tags in pipeline)
  • Portal Status
  • Phone Number
  • Email Address
  • Last Contacted Date
  • Current Action

• Additionally, users have the following options:

  • Add New Contacts: Super Admin can add new borrower contacts directly within the Borrowers tab by selecting “+Contact” , located at the top right corner of the borrower page under Contacts
    • Enter the following details asked and select “create”
      • Source*
      • Campaign
      • Borrower Details
      • First Name*
      • Last Name
      • Phone Number
      • Email
      • Date Of Birth
      • Toggle(Yes/No) Add to my lead pipeline?
      • Toggle (Yes/No) Do you want to send an invite?

  

  • Import Contacts: Super Admins have the option to import borrower contacts.

  

  

Actions via “Contacts” on Borrowers: