Templates
Assignments are created inside the loan detail screen for each loan. By using and creating a template, you significantly reduce the
need to create new manual assignments for each loan when they are the same assignments over and over.
Every template created is listed in the Assignment Templates Section inside the MyLoanCenter tab in the admin portal. If one
becomes unnecessary or needs updating, it can be deleted or edited.
Once on this list, you will be able to choose them from within the loan details to assign tasks to the borrowers.
- Click the Create Template button to add new templates.
- Enter the Assignment Title and Description. The description is what the borrower will read when they review the assignment.
Assignment Type:
There are two types of assignments:
Document Upload – This allows a borrower to attach documents to the assignment.
Acknowledgement – This does not allow documents to be attached. The borrower can only acknowledge receipt of the assignment. A typical acknowledgement may be to instruct a borrower to do something that does not need anything uploaded to complete the task.
Assignment Level:
There are three types of Levels. The level will determine who gets the assignments.
Loan – Loan level assignments are assigned to all borrowers involved with the loan.
Spousal Pair – Borrower Pair level assignments are assigned to the selected borrower and their spouse.
Borrower – Borrower level assignments are assigned to the selected borrower only.
Choose the Level that is appropriate for the specific assignment – either all borrowers, the specific borrower pair (on the same 1003), or an individual borrower.
Auto-assign:
Enabling this will automatically assign a task when the borrower is invited. This should only be used for assignments that would apply to every loan.
