How Do I Automatically Assign Roles on a Loan Using Business Rules?
Administrators can configure Business Rules to automatically assign specific users to key roles on a loan based on loan parameters such as loan type, property state, or campaign. This eliminates manual role assignment and reduces bottlenecks in pipeline movement.
Which Roles Can Be Automatically Assigned?
The following loan-level roles support automated assignment via Business Rules:
- Closer
- Funder
- Loan Assistant
- Loan Officer
- Loan Processor
- Post Closer
- Underwriter
- Wholesale Processor
How Are the Rules Configured?
Automated role assignments are configured through the Business Rules engine in Settings > Business Rules. Rules can be built using customizable logic based on loan characteristics, allowing the system to identify the correct personnel and assign them automatically when a loan meets the defined conditions.