SimpleNexus, a digital mortgage platform provider, has released a new feature that lets lenders work more efficiently by managing loan file permissions and employee workflows based on assigned user roles.
The newly launched SimpleNexus Team Members enables lenders to assign SimpleNexus users to roles such as loan originator, LO assistant, processor, disclosure desk personnel, closer, post-closer or settlement agent.
Additionally, lenders can limit user access to a specific list of loan files or loans associated with specific collaborators. Once settings have been configured, user workflows, notifications, and document access are automatically customized based on Team Member assignments.
The company also announced plans to integrate Team Members with ConnectUs Chat, a messaging feature that allows real-time loan file collaboration between LOs, borrowers, and real estate agents within the SimpleNexus platform.
“Our new Team Members feature improves lender productivity by focusing employees on just the essential tasks that keep loans moving swiftly down the pipeline,” said SimpleNexus Senior Product Manager Tyler Prows. “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.”