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› › › Loan officers Panel

Once you install Loan officers panel module, your loan officers will be able to log into the site from the following url: http://www.yoursitename.com/loan_officers/index.php with the login data you set for them. This login data can be set by you in admin panel in “Loan officers” area and it will be emailed to the loan officer.

Loan Officers panel has the same menus structure as administrative one, but it is a bit limited:

1. Customers area with application forms submitted for the certain loan officer
2. Pipeline area
3. My profile – where every loan officer can edit his details and change access data
4. View available rates
5. View and answer questions from Call back and Contact via online forms
6. Add and remove personal notifications
7. Manage site alerts