Reassigning a Loan

This article lists the steps to reassign any active loans in the Secondary Queue to another loan officer/originator.

  1. Select a loan.
  2. Click the Reassign Loan icon.

  1. 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.

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