<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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Accessing the Calendar Feature for Loan officer:(multiple calenders cannot be made)

1. Adding Events:

   • Select “Calendar” from the menu
   • Click on the "+event" option at the top left corner.

   

   • Input event details like subject, description, attendees, date, time, reminder, recurrence, and category color.

   

   • Category color allows assigning color codes for better organization.

2. Selecting Time Zone:

   • Access the time zone option at the bottom left corner.
   • Choose preferred time zone.

   

3. View Options:

   • Use the menu at the top right corner.
   • Select day, week, or month view options for different calendar formats.