Can I read User Setup Checklist for Loan Officers on EtoBox?

User Setup Checklist for Loan Officers by Jason Miles is a document available to read on EtoBox.

What is User Setup Checklist for Loan Officers about?

This document provides instructions for setting up user access in the system. It includes steps to check for exclusions in government lists, verify license details, assign security levels and departments, and set preferences. Users are given names following a convention and assigned a default duty and department based on their type, such as loan officer, processor, or underwriter. Internal employees are set up differently than external broker/correspondent users.

Author

Jason Miles

Language

EN