In this section, we will define and explain the various user roles configured within Better MLO. Understanding these roles is crucial as they determine the level of access and responsibilities each user has within the system. Below are the key user roles:

Definition: 

The Owner is the individual responsible for paying the bills and typically owns or holds the financial responsibility for the company's licenses.

Responsibilities: 

Owners have full administrative privileges and can make high-level decisions regarding the Better MLO system.

Definition: 

Company Admins have the authority to administer various aspects of the system.

Responsibilities: 

Like Owners, Company Admins can configure settings, manage users, and oversee system-wide configurations. However, they are not responsible for bill payment.

Definition: 

Team Admins are responsible for administering branch groups or teams created within the system.

Responsibilities: 

They have the authority to manage the teams they oversee and, if applicable, any teams hierarchically below them. This role allows for efficient team management.

Definition: 

Similar to Team Admins, Competition Team Admins have administrative control, but this role is specific to competition teams.

Responsibilities: 

Competition Team Admins oversee competition-related teams and do not operate within a hierarchical structure. Further details about competition teams will be discussed once created within the system.

Definition: 

Loan Officers are responsible for originating and managing loans.

Responsibilities: 

Their primary function is to work with clients and advance loan applications through the system.

Definition: 

Loan Officer Assistants support one or more Loan Officers in their tasks.

Responsibilities: 

They assist Loan Officers in various capacities to streamline the loan origination process.

Definition: 

Processors handle the processing of loans.

Responsibilities: 

They ensure that loan applications are processed efficiently and accurately.

Definition: 

While mentioned, this role is not yet developed within the system.

Responsibilities: 

Compliance Officers would be responsible for ensuring that all activities within Better MLO adhere to relevant compliance regulations and standards.

Definition: 

Accountability Partners are individuals who have access to review metrics, goals, and actual performance data for Loan Officers.

Responsibilities: 

They provide oversight and support to Loan Officers in achieving their targets. Typically, the Loan Officer is the primary user of the system.

Understanding these user roles is essential for proper user management and system administration within Better MLO. Depending on your role, you will have specific privileges and responsibilities to ensure the efficient operation of the platform.

This section provides a comprehensive guide on managing user roles within Better MLO. User roles define the level of access and responsibilities each user has within the system. To access and configure roles, follow these steps:

• Navigate to the "Settings" tab located at the right of the Better MLO system.

• Then click on "Roles" under “Settings”.

As an Owner or Company Admin, you have the authority to configure user roles. Here's how you can manage them:

On the "Roles" page, you'll find a list of existing roles. To add or remove users from a role, simply follow these steps:

For instance, let's consider the "Owner" role.

Click on "Owner" to view the users currently assigned to this role.

To add users to this role, click the "Add/Remove User(s)" button. A list of available users will appear.

Check the boxes next to the users you want to add to the role.

Click "Update" to save your changes. 

Now, the selected users are Owners.

To remove users from the role, follow a similar process as adding user to a role.

Click on "Owner" to see the list of users in that role.

To remove users from this role, click the "Add/Remove User(s)" button

Uncheck the boxes next to the users you want to remove.

Click "Update" to confirm the changes. 

The selected users are no longer in the Owner role.

Another way to manage roles is by assigning them to individual users. Here's how you can do that:

Navigate to "Settings" and then "Users."

In the "Users" section, you'll find a list of all users. Select the user for whom you want to assign or remove roles. For example, let's choose "Janice".

On Janice's user profile page, you will find the "Assigned Roles" section.

To assign roles to Janice, check the boxes next to the roles you want her to have. In this case, we'll select the "Processor" and “Loan Officer Assistant” role.

Click "Update User" to confirm. Janice is now the "Processor" and “Loan Officer Assistant”.

To remove roles from Janice, go to her user profile and uncheck the roles you want to remove.

Click "Update User" to save the changes. Janice no longer holds the role you removed.

By following these steps, you can efficiently manage user roles within Better MLO. Whether you choose to configure roles directly or assign them to individual users, this functionality enables you to tailor access and responsibilities to suit your organization's needs.