Team Roles – Assistants and Underwriters

When you have team members on Brokeredge, you can share data, assign tasks, CC on emails, and assign deals to your team. The simplest way to do this is by adding assistants and underwriters.

Assistant (or Associate):

• Access: Assistants can view and edit your contacts, mortgages, and email journeys.
• Email Approvals: Assistants can be CC’d on email approvals and even approve emails before they’re sent to clients.
• Task Assignment: You can also assign tasks to underwriters.

Underwriter:

• Access: Underwriters usually are setup to only see the mortgages to which they are assigned.
• Assignment: You can manually assign an underwriter to a deal via the “Assigned to” section on a mortgage form. When assigned, they receive an email notification.
• Task Assignment: You can also assign tasks to underwriters.
• Auto-Assignment: There’s a global setting on your profile to automatically assign deals to your main underwriter once a deal is Conditionally Approved.

What a team member sees is customizable to your preference and below are the setting options

Team Members Views

Team Members Role Options