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Account Descriptions

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.

Account Executives or Branch Managers

Account Executives or Branch Managers manage broker/agent relationships and their respective borrower loan files. They can manage their own direct borrower relationships as well.

Brokers, Agents, Referral Partners, & Affiliates

These users can login and manage their own respective leads & borrower loan files in processing. They typically belong under a branch.

Borrower, Homeowner, Clients

Login here if you are a borrower looking to view, update or add additional files or applications.