The turnkey Lender System allows the creation of a flexible system of branches/sub-branches in order to restrict loan visibility to the users assigned to different branches. The common practice is that the branches reflect the actual company structure, whether administrative (between partners, dealers, subsidiaries) or geographical, for example, Collateral Managers from Colorado don’t need access to the loans in Chicago.

Technically:

For Users, linked to a branch "A" displays all loans in the system.
For Users, linked to a branch "B" displays only loans created by the users of branch "B" and its sub-branches.

NOTE: Users with the “Assignment officer” permission can re-assign the loan to themselves or other users at any stage of the Loan Processing. (See dedicated article)

TurnKey Lender Knowledge Base

Manage Branches

Workflow Diagram