Editing a Participant

You have the ability to edit participants of the following types that you have added to Expert. (i.e., you cannot edit a participant that another user added to Expert).


Private Lender

Appraiser

Referral Source

Solicitor

 

Complete the following steps:

 

  1. Open the Participants screen by clicking Participants in the Left Navigation Pane.



     

  2. If the participant is displayed on the Participants screen*, click its Review button. The Participant Review-Participant Information section and the Contact Information section appear (below).

    or

 

  1. If the participant is not displayed on the Participants screen*, you must first conduct a search for that participant:

    a) Click the Select button for that participant's type. The Participant Search - Participant Information section appears.
    b) In the search criteria fields, enter information regarding the participant you are searching for to edit.
    c) Click the Search button. The results of your search are displayed in the Search Results section.
    d) For the participant you want to edit, click its Details button. The screen refreshes to display the Participant Review-Participant Information section and the Contact Information section (below).



     

  2. You will notice two Edit buttons. Click either one to edit Participant Status, Hierarchy Level, Special Notes, and Contact Information.

    Note: If an Edit button is not displayed, it indicates that another user entered the participant to the Expert system, and therefore you cannot make edits.
     

  3. When your changes are made, click OK.

 

  
  
* When you submit an application to a private lender, the private lender will then display on the Participants screen. When you assign an appraiser, referral source, or solicitor to the deal, it will display on the Participants screen immediately.