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Change Assignee Of An Account

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


To change the account assignee:

  1. Choose “Portfolio” from the top navigation bar.

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

  3. Click the “Change Assignee” icon shown in the toolbar above the portfolio account listings

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

  5. Click the “Save” button to confirm the change

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


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