Organization/Users
Use the Organization/Users tool to establish and maintain a hierarchy of your company and its branches, as well as the users within each branch.
Organizations
When you create your organization hierarchy, you will typically add an organization for each branch office or job function. You will then add your users to the appropriate organization. For example, if you have a branch office in Reno, Nevada, you could create an organization for the Reno office and then add the Reno employees to that branch.
Each organization contains default information that is applied to new loans. The information is used in the following ways:
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The value in the Code field is used by the Auto Loan Numbering feature. The code is incorporated at the beginning of the loan number and indicates the organization in which the loan was started.
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The name and address information is used as the default company information on Page 3 of the 1003 application. When a user starts a loan, the Organization Information from the organization in which the user is a member is applied.
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When a user starts a loan, the organization's NMLS number is applied to the Company ID on Page 3 of the 1003 application.
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When you enter the organization's MERS MIN ID, this organization-specific numbering can be applied only to loans that are started by one of the organization's loan team members.
Assign an LO Compensation Plan
Users
Each organization also contains your users. A user's ability to access other users' loan files depends on the position within the organization hierarchy. A user can access files of users below and/or at the same level in the hierarchy.
Specify Loan Officer Licensing