Deleting a Partner Account

Description:

Loan officers and Admins can remove partner accounts.

Steps to resolve:

Follow the steps below from the web version of nCino Mortgage.

Deleting From Loan Officer Contacts:

1. Go to contacts > partners.
2. Select the partner wanted and expand their account info.
3. On the bottom right choose delete partner.
   
4. A message will display with warnings related to the action. Then hit delete partner.
   
    

Company Admin Deleting From Users and Roles:

This is the same deletion process as done for borrower accounts as described here.

1. Navigate to Users & Roles page and the Partners tab.
2. Deactivate the partner.
3. Filter by "Inactive" status
4. Click Delete partner from the three dot menu.
   
   

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.

Additional Admin resources:

1. Manage Users
2. Deactivate/Activate a User Account 
3. Reassign Borrower or Partner to a Different Loan Officer  

Published: 08/18/2025                                                                             Last Update: 11/21/2025