To add additional users to an individual loan, click on the 'Manage loan team' icon next to the Loan Team section in the loan header in Blend. In the following pop up window, click on the 2nd drop-down > search for the user you’d like to assign to the loan and check the box next to their name > click Save.
How to assign additional users to an individual loan in Blend Print
Modified on: Wed, 20 Nov, 2019 at 12:10 PM
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