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Blueprint

Workflow Controls

Role Management, workflow controls and other features for working in cross functional teams of sales and operations

Lock for Underwriting

Overview The Lock for Underwriting feature will restrict users who do not have this permission from editing the loan file. ...

Multiple users in a loan

Effective July 1, 2023 IncomeXpert implemented controls to eliminate concurrent or simultaneous access of a loan by multiple users. When...

Adjust Selected Income

Overview The Adjust Selected Income feature will allow users with this permission to choose an income that was not recommended...

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