What are Realfinity Roles?

Modified on Thu, 22 May at 6:26 PM

Roles in the Realfinity platform control access to pages, functionality, and data. For example, processors only see the Loan Application tab; Assistants see their Agents' clients; Admins can impersonate Users.

Most roles in Realfinity are independent, meaning you can be a combination of them. We are introducing two sub-roles (Agent and Deal-Desk), which only work based on their parent role (Agent and Processor, respectively).

Role	Sub-Role	Description	Access Rules	Tabs
Agent		A Loan Officer or Realtor on the platform		Loan Pipeline Activities Agents Clients
	DLR*	Dual-Licensed Realtor	Access to Email solution	Loan Pipeline Activities Agents Clients Email
Processor		Also known as a (FMA) who primarily works in the Loan Origination System (LOS) on closing loans.	Accept and Reject Documents	Loan Pipeline
	Deal Desk*	Analyzes the loan application for a mortgage deal and prepares for submission to the Lender.	Only used for Assignment purposes	Loan Pipeline
Assistant		Assists an Agent	Create Clients for Agent Create a Loan Application for the Agent (if the Assistant has an NMLS)	Loan Pipeline Activities Agents Clients
Admin		Admin for all companies	Impersonate anyone Create Companies, Organizations, Users	Loan Pipeline Activities Agents Clients Organizations Companies
Company Admin		Admin for a company	Edit Organizations Edit Users	Loan Pipeline Activities Agents Clients Organizations

*Coming soon