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Client Area.
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These agent level users can only see their own client files via their pipeline. Depending on their settings, limited access may exist to control file access and document access.
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These users can only see the pipeline of the sales reps/agents underneath them, and have limited administrative rights.
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User Roles include, Manager, QC, Processor, Negotiator, Attorney, Mediator, listing/buying realtor, title rep, or appraiser, etc... Each user can have different settings to control file views, editing rights, and admin priveleges.
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These user types include reps assigned by a lender or servicer, MI company, investor, or HUD agency. When they login, their settings will let them view only files associated to them.
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