Team Members Feature

Introduction

This tutorial will guide you through the Team Members feature in Broker Plus by PreApp 1003. Understanding how to effectively manage team members is essential for enhancing collaboration, task management, and communication within your loan processing team. This feature allows for the assignment and management of various roles tailored to your team's needs.

Step 1: Understanding Team Member Roles

Familiarize yourself with the different roles that can be assigned to team members. Each role plays a unique part in the loan processing workflow.

• Processors: Handle the processing of loan files.
• Loan Officer Assistants (LOAs): Support loan officers by managing tasks and communications.
• Admins: Oversee system settings and user permissions.
• Managers: Supervise team performance and workflow.
• Setup Specialists: Assist in the initial setup of loan files.
• Others: Additional roles may be defined based on your specific needs.

Step 2: Assigning Team Members to Loan Files

Learn how to assign team members to specific loan files to streamline collaboration.

1. Access the Loan File: Navigate to the relevant loan file in the Broker Plus platform.
2. Locate the Team Members Section: Find the section dedicated to team member assignments.
3. Select Team Members: Choose from available team members based on their roles.
4. Save Changes: Ensure to save any changes made to confirm the assignments.

Step 3: Automating Team Member Assignments

Utilize the automation feature to enhance efficiency by assigning team members based on pipeline statuses.

• Set Up Automation Rules: Define rules that specify which team members should be assigned to loan files at different stages.
• Test the Automation: Always test the setup to ensure that team members are assigned correctly as loan statuses change.

Step 4: Managing Team Member Assignments

Learn how to unassign team members and manage their roles as needed.

1. Access the Loan File: Go back to the loan file where changes are necessary.
2. Modify Assignments: Remove or change assignments as required based on current workflow.
3. Communicate Changes: Inform the team about any new assignments to ensure everyone is aligned.

Step 5: Enhancing Communication and Collaboration

Make the most of team member assignments to improve communication and collaboration.

• Use Integrated Messaging: Leverage any built-in messaging features to facilitate discussions regarding loan files.
• Assign Tasks Clearly: Ensure tasks are clearly assigned to avoid confusion.
• Regular Check-Ins: Schedule regular meetings or updates to monitor progress and address any concerns.

Conclusion

The Team Members feature in Broker Plus by PreApp 1003 is a powerful tool for enhancing efficiency in loan processing. By understanding team roles, effectively assigning members, automating processes, and fostering communication, you can greatly improve your team's productivity. To get the most out of this feature, consider exploring additional training resources or support from PreApp 1003.