You are here:
Give Your Users Access to Mortgage Features
Users such as loan officers and underwriters need different levels of access to mortgage-related objects, document checklist items, and flows. Use permission sets and profiles to set up the necessary access for your users.
- Assign the Mortgage Permission Set
Use permission sets to assign your users licenses to the mortgage feature and document checklist items. - Create Enhanced Mortgage User Permission Sets
Create permission sets to give your users appropriate access to system permissions. - Create and Assign Mortgage User Profiles
Create loan officer and underwriter profiles to give your users appropriate access to mortgage objects and document checklist items. - Set Up Account Sharing
Use sharing settings to control user access to mortgage records. - Update Residential Loan Application Page Layout
Add loan applicant and loan application objects to the related list section of the Residential Loan Application page layout. - Create a Sharing Set for Mortgage Records
Give Experience Cloud site users access to mortgage records using sharing sets. A sharing set grants site users access to any record associated with an account or contact that matches the user’s account or contact. For example, grant site users access to all Residential Loan Application records related to an account that’s identified on the user’s contact records. - Add the Section Summary View Component to the Residential Loan Application
The Section Summary View component shows borrower loan information on the Residential Loan Application page. The information is displayed in expandable sections that correspond to the Residential Loan Application. - Create and Assign Role to Loan Officer
Before a loan officer can create a customer user, they must have a role assigned. - Set Up Action and Recommendations List
Create a list of flows to display to loan officers in the Actions and Recommendations list on residential loan application record pages. - Set Up and Use Mortgage Record Creation Settings
Run the Create Financial Records process to generate financial records, such as financial accounts or property assets, from loan application data. Use the Mortgage Settings to define which records are created when this process runs. - Mortgage Record Creation Settings
The Mortgage Settings define which records are created when you run the Create Financial Records process on a Residential Loan Application.
Did this article solve your issue?
Let us know so we can improve!
