<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 Partners Tab includes the following columns for each partner contact:

1. Name: The name of the partner.
2. Company: The company the partner is associated with.
3. Phone: The partner's phone number.
4. Email: The partner's email address.
5. Portal Status: The status of the partner's portal access.
6. Affiliation Type: The type of affiliation (e.g., broker, agent).
7. Created On: The date the partner contact was created.
8. Last Contacted Date: The date the partner was last contacted.
9. Campaign: The campaign associated with the partner.
10. Action: Options for actions that can be taken on the partner contact.

Features

Filters

• Filter Option: Apply various filters to narrow down the list of borrower contacts based on specific criteria.

Columns

• Columns Option: Customize the view by selecting which columns to display.