How do I change the loan officer name on a loan file?

1. Open the Byte loan file that needs the loan officer name change.
2. Click Borrower in the Menu Bar at the top of the screen, then click Parties from the drop-down list.
3. Click on the down arrow to the right of the loan officer field and choose the new loan officer name from the drop-down list.

Note: If you do not see the loan officer you want to add to the file, you will need to add that loan officer to the Cardex.

Adding a loan officer to the Cardex:

1. Click on the notepad icon above the loan officer field.
2. Click Add Contact.
3. Enter the loan officer information and click OK to save your changes.