Roles and users
You can now manage Company Admins at scale
Our new role-based permissions allows you to manage them quickly and consistently
| Name | Description | Created on | Last updated on | Assigned users (#) | ||
|---|---|---|---|---|---|---|
| Admin | Access to all users and permissions across the company | Mar 12, 2024 | Apr 4, 2024 | 7 | ||
| Closer | Closes loans and manages the documents required at signing | Mar 14, 2024 | Mar 28, 2024 | 10 | ||
| Loan officer | Originates loans and works applications through to underwriting | Mar 14, 2024 | Apr 2, 2024 | 8 | ||
| CSMs | Supports customers post-close and coordinates with the servicing team | Mar 20, 2024 | Mar 20, 2024 | 7 |
1-4 of 4 roles