Instructions below to assign loans to Processing Queue and individual LP:
From the FT360 Borrower Loan file, Click the Log Tab
- Go to the Qualification milestone
- Complete all Required task checkboxes and all Required Fields in the Qualification milestone and click the Finish box
- Send disclosures – this will auto move your file from Prospects folder to My Pipeline folder, which is typically the view your Processor will process from
- Go to the Setup milestone
- Click the Magnifying Glass to assign a Loan Officer (if field is missing)
- Click the Magnifying Glass icon to assign a Processing Queue
- You will assign a Processing Queue by choosing the branch number your Processor is tied to in Outlook and click the Finish box
- Go to the Send to Processing Milestone
- Click the Magnifying Glass icon to assign a Loan Processor
- Do NOT click the finish box – your Loan Processor will finish this milestone
- TBD loans follow different procedures – see link below to TBD Workflow Sales:
***See Screen shots below***
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