Change Client Owner Of An Account
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.
Instructions
To change the account owner:
Choose “Portfolio” from the top navigation bar.
Click the checkmark beside any account you need to change the owner of, this may be done one at a time or in bulk.
Click the “Change Owner” icon shown in the toolbar above the portfolio account listings
From the popup window that appears click on the current owner name to select a new owner
Click the “Save” 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
