Participants Screen

The Participants screen in Expert is a multi-purpose screen that allows you to:

 

View or Change the "Agent on Deal"

 

View, Add, or Change Other Users on the Deal (Submission Agent, Associate, Assistant, Co-Agent, Administrator, Reviewer)

 

Add an Appraiser, Referral Source or Solicitor to Expert

 

Assign an Appraiser, Referral Source or Solicitor to the Deal