<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 Contacts Page is divided into two main tabs:

1. Borrowers: This tab contains details and information related to borrower contacts. The loan officer assistant can only view “My Pipeline” under borrower section
2. Partners: This tab contains details and information related to partner contacts. The Loan officer assistant can only view the partners that are assigned to them by the loan officer and cannot add any partners on their own.

Note: Loan Officer Assistants (LOAs) do not have their own contacts; they only have access to the contacts assigned to them through loans.

• Users can navigate between the Borrowers and Partners tabs to access and manage respective contact details effectively.

Borrowers

Partners