Role Permissions

Go into each role and be sure to choose whether users assigned to that role have the permissions to invite a borrower, manage any assignments for borrowers or send borrower documents to AFR.

Based on the workflow you use at your company, there may be users in your company that should not be inviting a borrower to MyLoanCenter, assigning tasks to them, or reviewing and sending documents from borrowers to AFR. Like the other permissions configured in there, you can set it up via role, or by individual user.