Use the User Groups setting to create groups of users that define access to loan and contact data. NOTE: The All Users group is the default group that contains all of your users. You cannot delete or modify the members. You can however edit the access settings. Best Practices and Guidelines • Use the All …
Month: September 2024
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 …
