Assign a Loan to a User: define who can manage the loan
- TurnKey Lender
As you know, each loan can be assigned to a specific branch or not assigned to any branch. This effect the list of users who can view this loan (see Manage Branches: define what users can view the loanUNDEFINED ). Assigning a loan to a specific user defines who can manage it:
When the loan is assigned to a specific user, only this user can manage it.
When the loan is not assigned to any user, any user who can view the loan, can assign it to themselves and manage it.
Manage Loans Assigned to You
Unassign the loan assigned to you
Any user can unassign a loan assigned to themselves. Click the “Unassign” button in the loan details at the top of the page
Assign the loan to yourself
When the loan is not assigned to any user, any user who can view this loan can assign it to oneself. It is enough to click the “Assign to me” button.
Please keep in mind that if the user assigned to a one branch assigns to oneself a loan from another branch, the branch of the loan is changed!
Manage Loans Assigned to Other Users
Only users with “Assignment officer” permission can manage loans assigned to other users.
When they see such a loan, there will be three possible options:
Assign to me: the loan is reassigned to the user with the “Assignment officer” permission. If the loan was assigned to a subbranch of a branch to which the Assignment Officer belong, the branch of the loan will be updated to the branch of the Assignment Officer.
Unassign: the loan will not be assigned to any user. The branch of the loan will not be changed.
Assign to another user: the loan is assigned to another user. The branch of the loan is changed to the one of that user.
Assign the Loan to Another User
While to unassign the loan or assign it to oneself, it is enough to click the corresponding option, assigning to another user requires several more steps.
Select the “Assign to user” option
The “Assign to user” screen will emerge
In the top right window, select the user to whom the loan shall be assigned. If necessary, you can filter the user list by branch (use the top left field).
When you click OK, the loan will be reassigned to the new user and to the branch of this user