Broker Administrator Job Aid

Transcription

1 On the Admin tab, several sections allow the Admin to make administrative changes. The Admin may edit Users, including user profile, change passwords, move applications, and add a new user. Note: Union Bank does not support Vendor Management or Providers functions at this time. USER SECTION User Change Type Use the Add User function to add a new user to the Union Bank Wholesale system. Select Add User button from the user sub tab at the bottom of the Users screen. Complete the User profile information. Note: The User name must be a minimum of 5 characters. Note: The user will change the password assigned at first log on. Select only Loan Officer, Loan Officer Assistant or Processor in the Type/Title drop-down list. Note: All user Title/Types available in the Union Bank Wholesale system are displayed in the drop down window. Note: The new user will receive two automatic s, one with their user name, and one with a temporary password. The new user will be prompted to change their password upon initial sign on Note: You must add the license information for all users after you have added the user 1

2 Use the Edit User function to edit profile information and unlock a user. Select the user you want to edit. Select the Edit User button from the user sub tab at the bottom of the Users screen, and update the necessary items. To unlock a user: uncheck the and unlock a user. To deactivate a user: uncheck the button. button to remove the check mark, button and click the Note: Deactivate a user, do NOT use Delete User. Note: The User Disclosure Address information should only be used for an LO. For all other user types do not unclick the Use Default Address box. Note: In the event you, as the Administrator, lock yourself out of the system, you will need to contact the Union Bank Help Desk to have them unlock and reset your password. 2

3 Use the User Licenses function to add licensing information for all users. Select the user you want to add/update licensing information Select the User Licenses button from the user sub tab at the bottom of the Users screen. Complete licensing information. Note: The Exempt from licensing requirements box is currently not active for use. Note: All users must have licensing information to submit loans. If your user is not required to register for an NMLS License, use as the NMLS number for your user. (most common with the processor role) Note: Once you add state licensing information the delete button is currently not active for use. Please check the VALID box to deactivate this license. 3

4 Important: Use the Edit User function to deactivate (delete) a user from the system. Select the Users button for the Sections menu. Select the user you want to deactivate (delete). Select the Edit User button from the user sub tab at the bottom of the Users screen. Uncheck the button and click the button. Use the Change Password function to set a temporary password for a user. Select the Users button from the Section menu. Select the specific User from the user list. Select the Change Password button from the user sub tab at the bottom of the Users screen. Enter Admin Password. Enter a temporary password for the specific user in the New Password Field. Select Ok. Note: Provide the temporary password to the user. The system will not send an automatic with this information. Inform the user that the temporary password will expire within 24 hours. 4

5 This is a function you will not be using. Contact your AE or WLA if you need to reassign a loan to another processor in your firm. FILTER ASSIGNMENT SECTION Filter assignments determine the browse capabilities for a User role. The All Loans filter should be set for all roles to enable complete search results. FILTER ASSIGNMENT Use the Copy function to copy browse filters of one role to another role within the system. Select the Filter Assignment button from the Sections menu. Select the Title/Type role at the top of the screen. Place a check mark in All Loans and other filters as needed. Select Save Use the Save function to save browse filters on the Loan Officer, Assistant Loan Officer or Processor role. UNLOCK APPLICATIONS SECTION Note: You can copy these same filters to another title/type. Select the type from the Copy Assignments To drop-down list and choose a second title/type. The Unlock Application function allows the Admin to unlock an application that is in use by another user. Unlock Application Important: Using this feature this will kick any user out of the loan file, including Union Bank operations. Contact your Sales Representative before utilizing this feature. 5