This article covers how to transfer the owner (aka client manager, loan officer) of an account. For example due to staffing changes or client request.


To change the account owner:

  1. Choose β€œportfolio” from the side navigation

  2. Click the checkmark beside any account you need to change the owner of, this may be done one at a time or in bulk

  3. Click the β€œChange Owner” icon shown in the toolbar above the portfolio account listing

  4. From the popup window that appears click on the current owner name to select a new owner

  5. Click the β€œsave” button to confirm the change

If you don’t see the Change Owner option you may not have permission to make these changes, please contact your administrator