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Account Descriptions

Back Office Employees

Back office users have roles like manager, processor, quality control, underwriter, closer, or any custom value. They can manage all files globally or specifically assigned to them.

Account Executives or Branch Managers

Account Executives or Branch Managers manage broker/agent relationships and their respective borrower loan files. They can manage their own direct borrower relationships as well.

Brokers, Agents, Referral Partners, Affiliates

These users can login and manage their own respective leads & borrower loan files in processing. They typically belong under a branch.

Borrower, Homeowner, Clients

If you are borrower, homeowner, or client working with a lender, servicer, or law office. You can log in here. The Loan Post is a software solution provider only and does not directly work with consumers.