I am processing a loan, but the loan officer needs to have write access to the loan file to make some changes. How do I send the loan back to the loan officer?
Once a loan has been sent to processing, the processor has full rights to the loan, and the loan officer has limited rights to make changes to a few sections of the file, such as the Log. If the loan officer needs to make changes or additions to a file, the processor should send the file back to the loan officer to give him or her full rights to the file. Go into the file, and click on the “Sent to processing” milestone in the Log in the upper-left corner of the screen. Click on the “Return to Loan Officer” button in the top right of the Sent to Processing screen.
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