User groups

User Groups
User groups define access to loan and contact data.
• Loan Access – access to loans and loan folders
• Borrower Contacts – public access to borrower contacts
• Loan Templates – access to public templates, such as Loan Programs and Closing Cost templates
• Resources – access to public resources such as Custom Print Forms, and Public Business Contact Groups
• Role List View – access to specified users in the Roles lists on milestone worksheets, Pipeline searches, Dashboard views, and so on.