Main Back Office Employee Portal
The back office employees will have titles like manager, processor, underwriter, attorney, paralegal, investor, etc... They can see all files from all branches and agents by default unless permissions are restricted to only see loan files for specific branches or loan files individually assigned. The main back office portal is where the admin manager controls everything and that's where all the main employees do their work.
Account Executive/Branch Portal
Account Executives are your inside sales reps that manage brokers and/or deal direct with borrowers. They can track unlimited brokers/referral partners under their profile and help manage their loan files. Alternatively, this user type can represent an affiliate Branch or division, which will have brokers/agents underneath. Ultimately, this Account Executive/Branch level user is designed to manage broker/agent relationships and segregate their borrowers, and track their respective loan files.
TIP: For larger multi-level organizations, you may consider using a Back office Employee linked to numerous Branches. That back office employee will only see the brokers & borrowers associated to those selected branches and their respective loan files.
Are setup to represent different divisions within a company or outside affiliate companies. The branch portal supports only one branch manager level user with unlimited agents underneath. If you need additional branch level users, they are created as back office employees and linked to the specific branch.