What roles come with the suite?

Owner/admin, branch manager, loan officer, compliance reviewer and assistant/processor. The Company Suite adds custom roles built from individual permissions.

Can a loan officer see other LOs’ leads?

Not by default. LOs see their own pipeline and branch totals. Managers can choose to share a team view.

Do assistants need a paid seat?

No. Seats are counted for loan officers with their own page and pipeline. Assistants, processors and compliance reviewers get logins without a seat charge.

Can compliance see borrower conversations?

Only if you grant it. The default compliance role reviews marketing content and the audit log, not borrower messages.

Is two-factor authentication available?

Yes, and owners can require it for every user.

What happens to access when someone leaves?

An admin deactivates the user; access ends immediately, their sessions are signed out and the change is logged.

Can a branch manager change disclosure text?

Not by default. Disclosure blocks belong to the owner and compliance roles so they stay consistent everywhere.

Can we create a marketing coordinator role?

On the Company Suite, yes: for example, a role that can edit funnels and templates but not routing or billing.

Suite 502 · Roles & permissions

Every person gets the right keys

Roles and permissions for mortgage teams decide who can change brand and disclosures, who approves LO edits, who sees which pipeline and who manages billing, so the suite is safe to hand to every loan officer.

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Who Can Change What: Owner, Branch manager, Loan officer, Compliance reviewer. Infographic with Tolly the puffin.

Permission matrix

Pick a role to see its keys

Default permissions. Company Suite customers can build custom roles.

Sees and changes everything: brand, disclosure blocks, roles, billing, every branch and every pipeline.

Permission	Owner / admin	Branch manager	Loan officer	Compliance reviewer	Assistant / processor
Edit brand, logo and colors	Yes	No	No	No	No
Edit disclosure blocks and license lines	Yes	No	No	Yes	No
Approve LO page and funnel changes	Yes	Yes	No	Yes	No
Edit own LO page (allowed fields)	Yes	Yes	Yes	No	No
Set lead routing rules	Yes	Yes	No	No	No
See every branch pipeline	Yes	No	No	No	No
See own branch pipeline	Yes	Yes	No	No	No
Work own contacts and conversations	Yes	Yes	Yes	No	Yes
Read the audit log	Yes	No	No	Yes	No
Manage seats and billing	Yes	No	No	No	No

Approval chains

Who signs off before it goes live

Set per content type: instant publish, one approver, or a chain (manager, then compliance). Each step is logged with name and time.

1LO edits featured programs
2Branch manager approves
3Compliance approves
4Published + logged

Ask the front desk

Questions about access

YouWhat roles come with the suite?

Funnel Suite team
Owner/admin, branch manager, loan officer, compliance reviewer and assistant/processor. The Company Suite adds custom roles built from individual permissions.
YouCan a loan officer see other LOs’ leads?

Funnel Suite team
Not by default. LOs see their own pipeline and branch totals. Managers can choose to share a team view.
YouDo assistants need a paid seat?

Funnel Suite team
No. Seats are counted for loan officers with their own page and pipeline. Assistants, processors and compliance reviewers get logins without a seat charge.
YouCan compliance see borrower conversations?

Funnel Suite team
Only if you grant it. The default compliance role reviews marketing content and the audit log, not borrower messages.
YouIs two-factor authentication available?

Funnel Suite team
Yes, and owners can require it for every user.
YouWhat happens to access when someone leaves?

Funnel Suite team
An admin deactivates the user; access ends immediately, their sessions are signed out and the change is logged.
YouCan a branch manager change disclosure text?

Funnel Suite team
Not by default. Disclosure blocks belong to the owner and compliance roles so they stay consistent everywhere.
YouCan we create a marketing coordinator role?

Funnel Suite team
On the Company Suite, yes: for example, a role that can edit funnels and templates but not routing or billing.

Map your roles before you switch

We’ll set up roles and approval chains with your compliance contact during kickoff.

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Free 30-minute walkthrough · no obligation · reply within 1 business day