Onboarding your team and provisioning users

Account Creation

For Company Administrators

If you are setting up a new company in ReversePilot, follow these steps:

For Company Users

Company users are created by Company Administrators. As a new user, you will:

1. Receive an email with your login credentials from your Company Administrator
2. Log in to ReversePilot for the first time
3. Change your password if prompted
4. Contact your Company Administrator with any account-related questions

If you need to reset your password, use the "Forgot Password" link on the login page.

User Roles and Permissions

ReversePilot uses a hierarchy-based permission system to control access to features and loan data. Your role determines what actions you can perform and which loans you can view.

Role Hierarchy

Super User

• Full system access across all companies
• Reserved for ReversePilot system administrators

Company Administrator

• Full access to all features within their company
• Can create and manage users within the company
• Configure company settings, loan products, and permissions
• Manage compliance policies and licensing

Company User

• Access to loan processing features based on assigned permissions
• Can be assigned one or more job-specific roles
• Access is controlled by permission groups assigned by Company Administrators

Common Permission Groups

Company Users can be assigned to permission groups that correspond to their role in the loan process:

• Loan Officers — Create loans, calculate loan proceeds, and submit applications
• Processors — Process applications, collect documents, and verify information
• Underwriters — Review applications, issue approvals, and clear loans to close
• Closers — Prepare closing documents and manage the closing process
• Funders — Process funding and manage post-closing tasks

Your Company Administrator can create custom permission groups to match your company's organizational structure and workflows.

Managing Users as Administrator

As a Company Administrator, you are responsible for creating accounts and assigning permissions to your team members.

Creating a New User Account

To provision a new team member:

Understanding Permissions

ReversePilot uses a permission-based access control system organized by functional areas:

• Permission Groups — Collections of permissions that define what actions users can perform within the system
• Module-Based Organization — Permissions are organized by functional areas such as loans, documents, and reports
• Multiple Assignments — A single user can be assigned to multiple permission groups to support cross-functional responsibilities

For example, a user assigned to the Loan Officer group will have permission to create loans and calculate proceeds, while a user in the Processor group can access application documents and verify borrower information.

Initial Login

First-Time Login Steps

Password Requirements

Your password must meet the following criteria:

• Minimum length (as configured by your administrator)
• Complexity requirements (typically a mix of upper and lowercase letters, numbers, and special characters)
• Cannot match your previous password

First Steps After Onboarding

Once you have successfully logged in, take these steps to orient yourself:

Basic Navigation Overview

Main Dashboard

The dashboard provides at-a-glance information including:

• An overview of your assigned loans
• Quick links to common tasks
• Recent activity and notifications
• Loan status summaries

Loan List

Access all loans you have permission to view by navigating to the Loan List section. You can:

• Filter by status, loan officer, or date range
• Search by borrower name, loan number, or property address
• Sort by various criteria
• Export loan data for reporting

User Profile

Your User Profile allows you to:

• Update personal information
• Change your password
• View your assigned permissions
• Manage signature images (if your role requires document signing)

Troubleshooting Access Issues

Login Problems

If you cannot log in:

• Verify your email address is correct
• Use the "Forgot Password" link to reset your password
• Clear your browser cache and cookies
• Try logging in with a different browser
• Contact your Company Administrator or ReversePilot support if the problem persists

Permission and Access Issues

If you cannot access certain features or loans:

• Verify you have the necessary permissions by checking your User Profile
• Confirm your account is active with your Company Administrator
• Request additional permission groups from your Company Administrator if needed

Getting Help

For Company Administrators

• Contact ReversePilot support directly for assistance
• Access the support ticket system for technical issues
• Review detailed Administrator Documentation for configuration guidance

For Company Users

Contact your Company Administrator for:

• Password resets
• Permission changes or access requests
• Account issues
• Questions about your company's processes and workflows

Use the ReversePilot documentation for:

• Feature-specific questions
• Workflow guidance
• Integration help

Security Best Practices

Protect your ReversePilot account by following these security guidelines:

• Never share your password with anyone, including administrators
• Use strong passwords and change them regularly
• Log out when you finish working, especially on shared computers
• Report suspicious activity to your Company Administrator immediately
• Keep your browser updated with the latest security patches

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