This article lists the steps to reassign any active loans in the Secondary Queue to another loan officer/originator.
- Select a loan.
- Click the Reassign Loan icon.
-
Find the user you wish to assign the loan to in the LO/Broker drop-down list, and click Submit.
Note: A loan officer will not be in the LO/Broker drop-down list until they have saved at least one loan.
A confirmation pop-up indicates that the system has assigned the loan to the user that you selected.