Lender Portal
Users and roles
Role
| User | Role | Last sign-in | Active loans | 2FA | Actions |
|---|---|---|---|---|---|
SR Sarah Reeves |
Admin · Loan Officer | Today | 14 | Enrolled | Edit |
JT Jordan Travis |
Loan Officer | Yesterday | 11 | Enrolled | Edit |
DM David Marsh |
Admin · Credit | 2d ago | · | Enrolled | Edit |
AP Amelia Park |
Credit Analyst | Today | · | Enrolled | Edit |
RM Robert Mendez |
Loan Officer | 3d ago | 8 | Enrolled | Edit |
KB Karen Barlow |
Read-only · Audit | 1w ago | · | Enrolled | Edit |
?? Invited 2 days ago |
Loan Officer | · | · | Pending | Resend invite |
Roles & permissions
| Permission | Admin | Loan Officer | Credit Analyst | Read-only |
|---|---|---|---|---|
| Edit institution profile | · | · | · | |
| Manage users + roles | · | · | · | |
| Edit deal-alert criteria | · | · | · | |
| Compose & send offers | · | · | ||
| Approve / reject draws | · | |||
| Override inspection gate | · | · | ||
| View audit log | · | |||
| Read borrower projects |