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Article - Lender Users vs Broker Users
Article - Lender Users vs Broker Users

Understand the difference in functionality between the two.

Kate Gubbins avatar
Written by Kate Gubbins
Updated over 7 years ago

Anytime you approach us to set up a new user for you, please refer back to the table below and advise us which level access you'd like them have. 

Glossary 

My Apps - triggers visibility to "My Apps" Tab  
Team Apps
- triggers visibility to "Team Apps" Tab where the user can see the applications created by all users under the same employment
Team Apps - Change Loan Writer - gives the user the ability to change the loan writer for an application from "Team Apps" Tab
Team Apps - Change Ownership - gives the user the ability to change the ownership for an application from the "Team Apps" Tab
Received Apps - triggers visibility to "Received Apps" Tab, where the user can see all the applications submitted by brokers
Broker Apps - triggers the visibility to "Broker Apps" tab where the user can see all applications created by brokers
Brokerages - triggers visibility to "Brokerages" tab where the user can create or edit brokerage companies  
Mass Delete Brokerages - gives the user the ability to mass delete brokerages
Brokers -  triggers visibility to "Brokers" tab where the user can create or edit brokers
Mass Delete Brokers - gives the user the ability to mass delete brokers
DEV - triggers the visibility of "DEV" tab where user can Export/Import Flat plus extra permissions (Delete button in Submitted applications, access to DEV guidebooks)

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