Team Settings

Team settings can be accessed via Settings > Teams. Teams allows the bank to group different users together based on the type of clients that will be funneled through to them, ideal in a multi-tiered home loan operation.

To create a team simply click the create team button and fill in the name you wish then click create. Once a team is created, a user can be assigned to this team via the user screen (Settings > User).

In a future enhancement you’ll be able to assign loan applications to teams based on certain rules, such as size of loan, risk rating, complexity etc…