<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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This is step-by-step guide on how a Super Admin can invite and add a new loan officer to the system, detailing the actions required at each stage.

Invite New Loan Officer

The Loan Officer Receives Invitation Email

Enter Personal Details

Two-Factor Authentication

Schedule a Call

By following these detailed steps, Super Admin can efficiently invite and onboard new loan officers, ensuring they are set up correctly and securely in the system.