User Rights

Each user has specific set of "rights" that determine what functionality can be performed in Expert based on their level of responsibility. A set of user rights is associated with its corresponding user type. The default settings for a set of user rights is predetermined based on industry common practice, such as pull credit bureaus, submit to lender, etc. However, the individual options within the user right set can be changed to meet a specific user's needs. For example, typically a user classified as an Assistant cannot pull a credit bureau on a deal, but this can be changed if needed.

Default Settings for Each Set of User Rights

Broker (Owner)

• Has view and edit access to the entire Firm's deals
• Can submit deals to lenders
• Can view and pull credit bureaus
• Can co-broker a deal

Agent

• Can have view and edit access to their own group's deals
• Has view and edit access to deals where they are the assigned co-agent
• Can submit deals
• Can view and pull credit bureaus
• Can co-broker a deal

Associate

• Has view and edit access to their own deals
• Has view and edit access to deals where they are assigned as the Associate on the deal
• Can submit deals
• Can view and pull credit bureaus
  
• Cannot 'co-broker' a deal

Regional Manager

• Has view only access to the region
• Can view credit bureaus
  
• Cannot create or edit deals
• Cannot be the Agent on a deal
• Cannot submit deals
• Cannot pull credit bureaus
• Cannot co-broker a deal

Administrator

• Can have view and edit access to the entire Firm's deals
• Can submit deals
• Can view and pull credit bureaus
• Can co-broker a deal
  
• Cannot be the Agent on a deal

Assistant

• Has view and edit access to all deals where they are the Assistant on the deal
• Can create deals
• Can view credit bureaus
  
• Cannot be the agent on a deal
• Cannot pull credit bureaus
• Cannot submit deals
• Cannot co-broker a deal