User Roles

Partner

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

Company Admin

• Convert App User to a Partner
• Deleting an In Progress Application
• The Benefits of Two-Factor Authentication (2FA) and How It Works

Loan Officer

• "Remind" Borrower of Tasks
• "Sorry, you cannot login to this app" Mobile Error
• App not available in Country or Region
• Caller ID Sync
• Edit App User
• Editing Loan Officer Profile

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Team Member

• Team Member Chat

Borrower

• Automatic Verification of Assets (VOA) as a Borrower
• Borrower Account Creation
• Borrower Completing Tasks
• Borrower Switching Between Loan Files
• Borrowers Sharing Emails
• Completing an Application

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