Locate the loan account to be assigned or reassigned by navigating to it through the client or group that holds the loan account.
If a loan officer is already assigned to an active loan, the Assign Loan Officer choice will not be available on the action bar. To assign a different loan officer, click x beside the current loan officer, select the Unassigned date from the calendar pop-up and click Submit. Then follow the steps above to assign a new loan officer. |
You may also want to use visual panels to communicate related information, tips or things users need to be aware of. |
Related articles appear here based on the labels you select. Click to edit the macro and add or change labels.