SimpleNexus recently released SimpleNexus Team Members, a feature it said that allows lenders to work more efficiently by managing loan file permissions and employee workflows based on assigned user roles.
Using Team Members, lenders can assign SimpleNexus users to roles such as loan originator (LO), LO assistant, processor, disclosure desk personnel, closer, post-closer or settlement agent.
“Our new Team Members feature improves lender productivity by focusing employees on just the essential tasks that keep loans moving swiftly down the pipeline,” SimpleNexus Senior Product Manager Tyler Prows said in a release. “Automated loan progress notifications, milestone tracking and other process-enhancing features will be extended across loan teams through Team Members, helping lenders serve borrowers better from anywhere.”
SimpleNexus said lenders also may limit user access to a specific list of loan files or to loans associated with specific collaborators (LOs). Once Team Member settings have been configured, user workflows, notifications and document access are automatically customized based on Team Member assignments.