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Account Descriptions

Borrower, Homeowner, Clients

If you are borrower, homeowner, or client working with a lender, servicer, or law office. You can log in here. The Loan Post is a software solution provider only and does not directly work with consumers.

Brokers, Agents, Referral Partners, Affiliates

These agent level users can only see their own client files via their pipeline. Depending on their settings, limited access may exist to control file access and document access.

Branches, Divisions, Account Executives, or Remote 3rd party companies

These users can only see the pipeline of the sales reps/agents underneath them, and have limited administrative rights.

Back Office Employees

Back office users have roles like manager, processor, quality control, underwriter, closer, or any custom value. They can manage all files globally or specifically assigned to them.

Lenders, Servicers, Investors, Auditors

These user types include reps assigned by a lender or servicer, MI company, investor, or HUD agency. When they login, their settings will let them view only files associated to them.