Assign User to a Broker

Once you Create a Broker, you may assign a user to a specific DataTrac Broker. Once the user is assigned to a DataTrac Broker, the user will only see the loans assigned the same DataTrac Broker ID when using the ConformX DataTrac Interface.

To assign a user to a DataTrac Broker:

1. Select Users from Client Administration on the Admin screen
2. Select the user and click Edit
3. Scroll to the Broker section

The Broker section is near the bottom of the screen.

1. Select the appropriate DataTrac Broker from the drop-down list.
2. Click Save before exiting the screen