User Types

A user type is the user's title and by extension dictates their level of responsibility. A user type is associated with a corresponding set of user rights that determine what functionality can be performed in Expert. Below are the standard user types listing their traditional responsibilities:

Broker (owner)

• Holder of the brokerage office license
• Has access to all deals

Agent

• Works under a Broker’s license to originate deals
• Has access to the deals that have been assigned to him or her as the Agent
• May have access to deals assigned to another mortgage Agent where they are a member of the same group

Associate (junior agent)

• Works under an Agent for training or deal pooling purposes
• Has access to all deals where he or she is the assigned mortgage agent
• Has access to deals that have been assigned to him or her as the Associate.
• May have access to deals assigned to another mortgage Agent where they are a member of the same group

Regional Manager

• Responsible for all Agents within a specific region.
• Has ‘view only’ access to all Agents within his or her region.

Administrator

• Looks after the administration of deals either on behalf of individual user or the firm.
• Can be assigned at any level of the hierarchy

• If assigned to an Agent, then has access to all deals of that agent.

• If assigned to an Agent who in turn is assigned at the Group level, then has access to all deals of that Group

• If assigned to an Agent who in turn is assigned at the Region level, then has access to all deals of that Region

• If assigned at the Firm level, then has access to all deals of the firm.

Assistant

• Responsible for administration of deals for a particular Agent; usually paid by the Agent and is not an employee of the Firm.