Point User Guide 233Tracking loan team membersTracking loan team membersThe Branch/Team screen tracks the following items:• Branch information• Division data• Region information• Team information– Loan Rep– Processor– Underwriter– Doc Prep– Closer/Funder– ShipperYou can customize the dropdown lists for this information from the Utilities > DropdownLists menu.To access the Branch/Team screen:1 Open a prospect or borrower file.2 Select Track > Branch/Team.NoteBranch/Team tracking is predominantly used by larger multi-branchorganizations with multiple staff involved in a single loan.
