<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

</aside>

The Contacts Page of Loan officer is divided into two main tabs:

1. Borrowers: This tab contains details and information related to borrower contacts.

Borrowers

1. Partners: This tab contains details and information related to partner contacts.

Partners

• A Loan Officer can also add a borrower or partner simply by navigating to the dashboard and clicking the “+” button located at the top and selecting “Add Partner” or “Add Borrower” and further enter the details in order to invite the borrower or partner.

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

Trash feature for contacts