Add or Edit LOA Accounts
Assistant accounts or LOA accounts grant users access to an LO’s pipeline to help manage loan files. Assistant Accounts are an additional monthly or annual charge; however, an LOA that is assigned to multiple LO accounts (if the same email is used) with the same company will only be billed for one LOA seat. Either corporate admin or individual LO’s may add, edit or remove LOA accounts.
Add Assistant Account
> System Settings > POS Settings > Assistant Accounts > +Add Assistant > SAVE by clicking “Add Assistant”
*The newly added assistant will receive an email to set up their login credentials. Check spam or junk folders.
Remove an Assistant Account
> System Settings > POS Settings > Assistant Accounts > “x” red icon on the right