Types of Roles
The following types of roles can be assigned. Multiple contacts can have the same role within a TPO company and multiple roles can be assigned to one contact.
- Manager – This user is the primary contact for the company or branch and is often the broker/owner. Managers may create and manage the user accounts on your TPO WebCenter website and update the company or branch account information in Encompass. They also have access to all loan files originated under their branch and can set up a user as an Administrator.
- Contacts to whom you assign the Manager role here are displayed for selection in the Manager drop-down list located on the Company Details window’s Basic Info tab. The Welcome email will be sent to the manager you select from that drop-down list.
NOTE: If you intend for this contact to be eligible to be assigned to a loan file so they can perform loan officer or loan processor tasks, you must also assign the Loan Officer or Loan Processor role to the contact as applicable. Contacts with only the Manager role assigned to them will not be listed in the Loan Officer or Loan Processor drop-down lists located on the Loan Details page (Loan Summary tab) on your TPO WebCenter website and therefore will not be eligible to be assigned to the loan file by another loan team member.
- Administrator – An administrator can be assigned to maintain the day-to-day set up of the company’s contacts.
- A company can have multiple administrator contacts.
- Administrators may view, edit and create contacts, originate and edit loans, and view or edit loans created by other contacts in their company.NOTE: If you intend for this contact to be eligible to be assigned to a loan file so they can perform loan officer or loan processor tasks, you must also assign the Loan Officer or Loan Processor role to the contact as applicable. Contacts with only the Administrator role assigned to them will not be listed in the Loan Officer or Loan Processor drop-down lists located on the Loan Details page (Loan Summary tab) on your TPO WebCenter website and therefore will not be eligible to be assigned to the loan file by another loan team member.
- Loan Officer – Loan officers can edit only their contact information. They may create loans and edit loans where they are the assigned loan officer.
- Loan Processor – Loan processors can edit only their contact information. They may edit loans where they are the assigned loan processor or they may edit loans created by other contacts in their company. (Loan access is determined by the Access to loans when the role is Loan Processor setting on the Loan Settings page in TPO WebCenter Administration.)
