Description:
Loan officers can remove partner accounts associated with them
Steps to resolve:
Follow the steps below from the web version of nCino Mortgage.
Web:
- Go to contacts>partners
- Select the partner wanted and expand their account info.
- On the bottom right choose "delete partner"
- A message will display with warnings related to the action. Then hit "delete partner"
Solution:
Partner accounts may need removed if you are no longer working with that partner. If the partner is going to be working with a different loan officer within the company, a company admin can transfer the account.