<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 of Super Admin 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 super admin 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.

Access to add contacts to the file for roles other than Super Admin

Trash feature for contacts

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