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If Loan Officer A is assigned to an application that has a Primary Branch of Branch 1, then any user that has Branch 1 specified in their Branch Permissions will be able to view the application within Insellerate.
If the Primary Agent of the application changes to a Loan Officer in Branch 2, then only users with Branch 2 specified in their Branch Permissions can view the application in Insellerate.
| Warning |
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Warning once a branch is assigned to a company it can not be reassigned to another company |
Branching Details and Impacts
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