Admin / Advanced Articles

The portal uses a role-based access control (RBAC) system. Every user is assigned a single role that determines which features they can access and whi...

When a Processor no longer needs to be associated with a loan application — for example, due to a team change or a reassignment workflow — you can rem...

Each loan application in the HELOC portal includes a Loan Team section that displays the Loan Officer (LO) and Processor assigned to the file. This ar...

Give your underwriting and operations team a clear, plain-language explanation of how the platform calculates the four key metrics that drive every HE...