# Team Management ## Team Management Overview Team Management allows you to assign the team members who will work on a borrower’s loan file. For your convenience, Maxwell provides several points in the workflow where you can manage the team assigned to a file: * Assign team members during [**file creation**](#assigning-team-members-at-loan-file-creation) * Manage team members on the loan file [**Team** **tab**](#team-tab) * Manage team assignments from the [**Pipeline**](#manage-team-from-pipeline) view Before reviewing how to assign teams, let’s start with the basics of [**managing users**](#user-management) and [**creating team templates**](#team-templates)**.** ## Manage Users & Create Teams {% hint style="info" %} **NOTE:** Only certain roles have permission to manage teams and users. These roles typically include Loan Officers, Managers, and Admins. This section provides a basic overview of user management for creating and assigning teams. For advanced user management and permission settings, refer to [**admin user management**](https://docs.himaxwell.com/~/changes/665/platform-overview/admins-and-tech-support/user-management-and-permissions). {% endhint %} ### **User Management** To access User Management from the Pipeline view, click **User Management** in the left-hand navigation menu.
Once in user management you can see a table of all the users available in your organization. From there two basic actions you can do to quickly manage your teams. 1. **+ Add a New User**
2. **Edit** an existing user
Both options open the user profile page, where you can enter the user’s basic information and assign their role, permissions, and team templates.
### Team Templates If you have dedicated teams that work together consistently, you can use **team templates** for added efficiency. Instead of assigning individual team members one by one, simply select a team template and it will automatically populate all assigned roles and team members.
### Creating a Team Template 1. Log in as a user who has **Manage Team Member** permissions. 2. From the **Pipeline** view, select **User Management** in the left-hand navigation. 3. Click the **Team Assignment Templates** tab. 4. Click **+ Add New Team** in the upper-right corner of the table.
4. Create team name and assign roles
## Team Assignment ### Assigning Team Members at Loan File Creation We’ve added **Team & LO Assignment** section to all loan file creation workflows in the POS. This allows lenders to select the appropriate team or team members at the time of file creation. * **Reduces extra steps:** Users no longer need to navigate to the *Loan File → Team* tab to assign team members manually. * **Ensures pipeline assignment:** When an LOA, Manager, or Admin creates a loan file, the system now requires an LO assignment at creation, preventing files from being left unassigned or “orphaned.”
#### **How It works** 1. **Create the Loan File** The lender user creates a file in the POS using one of the existing methods: * **Create New Application** * **Import from 3.4 MISMO** * **Import from LOS ID** (when available) 2. **Enter Borrower Information** Add borrower contact details and choose whether to send the borrower an email notification upon file creation. 3. **Select the Site and Assignment** After selecting the site, an **Assignment** section appears where the user can: * Search and select a **Team Template** (if available), OR * Manually assign a **Loan Officer** (primary agent) and other team members working on the file. All fields are searchable. * **Automatic LO Assignment** When a Loan Officer creates the file, they will automatically be assigned as the LO to reduce extra steps. * **LO Requirement** Every file must have a Loan Officer assigned to ensure it’s properly added to a pipeline. 4. **Create File** Once all required fields are completed , select Create File to finalize.

The Assignment section will also appear in files created from a 3.4 MISMO or LOS ID Import

{% hint style="info" %} **Note:** This feature is currently available only to team members with permissions to both **create loan files** and **manage team members**. \ If you or someone on your team needs access to this feature, please contact [**help@himaxwell.com**](mailto:help@himaxwell.com) to request a permissions update. {% endhint %} ### Team Tab You can modify team assignments at any point during the life of the loan by using the **Team** tab in the loan file. 1. Log in as a user with Manage Team Members permission. 2. Open the loan file and click the **Teams** tab. 3. Click **Manage Team** in the upper-right corner of the table to update team assignments.
4. From the Manage Team window add/edit team roles as necessary
{% hint style="info" %} **NOTE:** You can add multiple people to the same role. Some users do this for out of office coverage, training, multi-lingual support or any other scenarios when additional support is needed. {% endhint %} ### Manage Team from Pipeline You can also manage the team directly from the Pipeline view without opening the loan file. In the Pipeline, click the **…** menu on the right side of the screen and select **Manage Team** to open the team management window.