Assigning Loan Officers to Borrowers and Contacts

When a loan officer creates a borrower or contact record, the owner field is set to the loan officer’s name. The owner field is used to determine who the record belongs to. When a letter is printed to a borrower or contact, Mortgage Quest puts the loan officer’s name (as determined by the owner field) in the letter. All records must be assigned to a loan officer before you can print letters.

Other loan officers cannot change loan officer owner fields, unless they have a system privilege to view all user’s data.