Note
This feature is permission-based. Please reach out to your Customer Success Manager or Implementation Manager for more information.
- There is a limit of 25 total roles that can be created based on each account classification.
- On the left navigation, click Organization Admin > Loan & Product Participant Roles.
- Click Add Role.
- A pop-up box appears.
- Input the following:
- Display Name
- System Name - Keep similar to display name.
-
Account Classification - Please reach out to your Customer Success Manager or Implementation Manager to update your preset account classifications.
- Different default participants appear once mortgage classification is selected for both loan and account types.
- Type - Borrower is used for both loans and accounts.
- (Optional) Required - Require all incoming loans to have a participant with the particular role. Loans without this role are rejected.
