<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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To add partners to your plan, follow these steps:

• Click on the 'Pipeline' option located in the left sidebar, this action will prompt a new screen to appear.

Add Partners in Pipelines ( Loan Officer Assistant)

• On the new screen, locate and click the ‘ +‘ button positioned on the right side. This action will reveal a dropdown menu.

Add Partner in pipeline ( Loan Officer Assistant)

• From the dropdown menu, select 'Add Partners.'

Add Partner in pipeline ( Loan Officer Assistant)

• After selecting this option, a new pop-up window titled 'Invite a Partner' will appear.

Details of Partner in pipeline ( Loan Officer Assistant)

• Select the type of Partner Affiliation such as:

Select the Partner type such as Partner contact, VIP partner or Referral partner.

Fill out the Personal details & company details

• Name
• DOB
• Contact Details
• Company Location