List of Broker Edition User Roles

Branch Manager: The branch manager can manage all the loans in the branch's pipeline.

Loan Assistant: Loan assistant can manage their own loans in the pipeline.  The loan assistant must be assigned to a loan file by a higher-level role to view the file.

Loan Officer: Loan officer can manage their own loans in the pipeline.  This role must be assigned to a loan file to view.  

Loan Processor: Loan processor can manage their own loans in the pipeline.  The loan processor must be assigned to a loan file by a higher-level role to view the file.

Loan Processor Manager: Loan processor manager can manage all the loans in the pipeline.  This user role does not need to be assigned to view loans.

Quality Control: Quality control can see all the company loans.  This user role does not need to be assigned to view loans.

System Administrator: System Administrator can see all the company loans and manage company settings.  This user role does not need to be assigned to view loans.  This user role has the highest permission in the company.  We recommend a limit of up to 2 users holding this role.