How To Assign a Loan Officer
A loan officer may be assigned to loan accounts that are Pending Approval, Approved, or Active. A loan officer may be removed from a loan account and a different loan officer assigned when loan accounts are Pending Approval, Approved, or active.
The status of the loan remains the same when a loan officer is assigned.
Utilisez la réaffectation de prêts en masse pour réaffecter tous les comptes de prêts d’un agent de crédit à un autre.
Affecter un agent de crédit à un compte de prêt
