Managing Users in Cloud Control
Client Training
- Disclosure Calculator and Fee Quote Process
- Wholesale Lender List
- Managing Users in Cloud Control
- Submitting Revision Requests/Conditions
- Using AVM Credits
- Checking Order Status Online
- Online Appraisal Rebuttal Process
- Placing an Appraisal Order in the Cloud Control System
- CoesterVMS Appraisal Intelligent Review (AIR) User Guide
- Placing an AVM Order in the Cloud Control system
- Borrower Appraisal Delivery Guide
- Aggregator Management and Appraisal Sharing
- Rush Designation
- Split Bill Payment Method
- Collateral Underwriter Review System
- "Send-Now" Borrower Delivery Option
- Property Contact Scheduling System Contact Guide
- Assignment Options and Fee Increase Request User Guide
Appraiser Profile Guide
Appraiser Tools
Appraiser Training Updates
Appraiser Terms and Conditions
Integrations
Service Levels
VideosWholesale Mortgage Lenders
- Reverse Mortgage Wholesale Lenders
- AAG American Advisors Group Wholesale
- Acopia Capital Group
- Finance Of America Reverse Wholesale
- Liberty Home Equity solutions
- LiveWell Financial Wholesale
- Mid-Island Mortgage Corporation
- Freedom Wholesale Division
- Royal Pacific Funding
- Lakeview Loan Servicing, LLC
- Michigan Mutual INC
- Bluepoint Mortgage
- Equity TPO - Wholesale
contact us
Call us now888.485.1999
Managing Users in Cloud Control
Managing Users in CoesterVMS Cloud Control
Clients have the ability to manage their users’ access to vendor information from the CoesterVMS Client Module. The steps below describes the process of managing user rights:
- From the Profile section, select Manage Users Settings.
- The Manage Users menu displays a list of all active and inactive users, and allows admins to add or edit users:
- To edit user information, select the Edit ( ) option in the Action column
- The system information section will allow admins to designate user rights and login credentials:
The information below details the available user roles with access description, along with the title(s) commonly associated:
- View Only
- Can view orders placed in their name
- Common Title: Loan Officer
- User
- Can view and edit notes (no integral order information) on orders placed in their nam
- Common Role: Loan Officer
- Processor/Manager
- Can view and edit all orders within their branch
- Common Role: Branch Processor/Underwriter, Branch Manager
- Super Processor Manager
- Can view and edit all orders within the company hierarchy
- Common Role: Corporate Processor/Underwriter
- Admin
- Can view and edit all orders within the company hierarchy, as well as manage company settings including users, branches, appraiser panels, etc.
- Common Role: Senior/Corporate Management