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  1. nCino Mortgage Help
  2. User Roles

User Roles

Partner

  • Partner Tools
  • Update Partner Information
  • Partner Signup Flow
  • Deleting a Partner Account
  • Partners-Sharing Different Cobranded Apps and Switching Default Loan Officer

Loan Officer

  • "Remind" Borrower of Tasks
  • "Sorry, you cannot login to this app" Mobile Error
  • Adding State Licenses for Loan Officer
  • App not available in Country or Region
  • Batched Document Upload Email Notification
  • Borrower Inquiry Task
See all 32 articles

Team Member

  • How Team Member Loan Access Works
  • Team Member Chat

Borrower

  • Verification Code Troubleshooting
  • How to Unlock an Account
  • Common Ways a Borrower Might Create a New Application
  • Downloading Uploaded Documents from the Borrower Portal
  • Borrower Password Reset Experience
  • Borrower Completing Tasks
See all 17 articles
nCino Mortgage Help