Step One: If your Processor does not have access to the appropriate loan files, it is most likely a permissions issue. In order to address the issue, from the menu on the left side of the screen, click on Contacts.

Step Two: In the top right corner of the screen, click on Filters.

Step Three: Under the search bar there will now be filter options. Click on the dropdown menu for All Roles.

Step Four: Select Processors from the All Roles dropdown menu.

Step Five: Under where it says Permissions select the box next to the processor you need to fix permissions for.

Step Six: After clicking the permissions box, a box will pop up called Edit User Permissions, that allows you to change the permissions for your Processor. Indirect Loan Access allows your processor

Step Seven: Toggle ON the Indirect Loan Access. Giving Indirect Loan Access will allow them to enact change on the loan without actually being on the loan.

Step Eight: From the Add User to New Loan dropdown menu, click Automatically add user to all new loans. Click Save.

Step Nine: The difference between toggling on Indirect Loan Access and choosing Automatically add user to all new loans from the dropdown menu is the view the customer will see.

Step Ten: If you're a Corporate Manager and want to set up specific standards for your company, go to Settings in the lower left corner.

Step Eleven: After clicking Settings a box will pop up prompting you to choose between personal and company settings. Choose Company Settings.

Step Twelve: From the menu on the left side of the screen, click on Compliance and Disclaimers under System Defaults.

Step Thirteen: On the right side of the Compliance and Disclaimers page, under Default Processor Permissions click the dropdown menu and click Expanded Loan Access, this setting will allow the Processor to go into each loan as a default.