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Easy html macro
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Branching enables clients to segregate data and view rights for teams or branches within an organization.  This allows a corporate administrator to clearly create boundaries between users based on their business focus. 
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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
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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