When printing campaign letters, the assigned loan officer's name for each borrower or contact is printed at the bottom of the letters. When printing Loan Cycle letters, borrowers and all contacts involved with the loan receive letters. The loan officer assigned to the borrower determines which name is printed on letters to contacts.
For example, you create a borrower and assign a loan officer named Bill Smith. You then relate two contacts (e.g. a builder and an escrow/attorney) to the borrower with the Assign Contact command because they are involved with the transaction. Now let's say that the builder and escrow/attorney contacts are assigned to a different loan officer named Mary Jones. When you enter the borrower into the Loan Cycle and open the loan, the borrower, builder and escrow/attorney will receive Open letters. The loan officer information printed in these letters will be Bill Smith's, even though Mary Jones is the assigned loan officer to the builder and escrow/attorney. This is Bill Smith's loan, not Mary Jones' loan.
If the builder and the escrow/attorney are in a marketing campaign, Mary Jones' information will be printed on all letters to these people because Mary Jones is the assigned loan officer to these contacts.