Print this pageeMagic offers the ability to assign loans to specific loan officers and to control their pipeline access. Click here to review the process of granting and removing specific user authorization levels.
Full Pipeline Access
In this scenario, the user has "Standard Access."
Users with Standard Access have access to all leads and loans across the company's pipeline, including those that are not assigned to a specific originator. Users that have "User name displays in the Loan Officer dropdown menu" checked appear in every originator dropdown menu wherever it appears within eMagic (e.g., assigning an uploaded loan to an originator).
To assign an originator to a loan:
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Select an originator from the dropdown menu when uploading or keying in a loan...
...or a lead.
The loan officer field defaults to the user who is currently logged in.
Note: Select "Unassigned" to avoid assigning the loan to a specific originator at this time. -
The originator may view all loans that are in the pipeline, including unassigned loans, from the Loan Manager screen.
Note: A warning displays if the loan to be uploaded shares a Social Security number with an existing loan in the pipeline.
Limited Pipeline Access
In this scenario, the user has "Limited Access."
Users with Limited Access have access to only those leads and loans associated with that user, including those that are not assigned to a specific originator. Users that have "User name displays in the Loan Officer dropdown menu" checked appear in every originator dropdown menu wherever it appears within eMagic (e.g., assigning an uploaded loan to an originator).
-
Select an originator from the dropdown menu when uploading or keying in a loan...
...or lead.
The loan officer field defaults to the user who is currently logged in.
Note: Select "Unassigned" to avoid assigning the loan to a specific originator at this time. -
The originator may view only those loans that are assigned to him/her, as well as unassigned loans, from the Loan Manager screen.
Reassign Loan Officer
In this scenario, the user has the ability to reassign leads and loans.
Users with Standard Access and Reassign leads and loans have access to all the company's leads and loans, including those that are not assigned to a specific originator. These users can also reassign individual – or a complete pipeline – of leads and loans to others.
To reassign loans, go to the Loan Folder screen. Under the Loan Profile > Summary tab, click on the pencil icon next to Loan Officer.
Select the newly assigned loan officer in the dropdown menu. Click Save.
