If your 504 closing attorney is using your Ventures platform to close loans you can assign certain loans to him/her so they only view the assigned loans.  To do this, your Site Administrator will have already created a user account for the Closing Attorney using the Permission of Closing Attorney.  To assign a loan to your closing attorney:

• Within a loan click on Partner Contacts
• Locate the Closing Law Firm field and select the Closing Law Firm from the drop down selection by typing in the Closing Law Firm name.  If one does not exist for your Closing Law Firm click on the hyperlinked Add New when typing the Law Firm name within the field.
• Locate the Closing Attorney field and begin to type in the Closing Attorney name, select the Closing Attorney from the drop-down options.  NOTE:  If one does not exist in the drop-down use the X to clear the field, and click on Save.  Click on the hyperlinked Closing Law Firm which will cause the vCard for that firm to appear.  Click on the Contacts tab and +Add your Closing Attorney to the firm > Click on SAVE.  This will ensure that your Closing Attorney is associated to the Closing Law Firm and is a one time set up.
• Access the Closing Attorney field and begin to type in the Closing Attorney name > Click on Save.

When your Closing Attorney logs into your site they will only have the Home and Loans main menu to view.  The Loans will display loans you've granted them access to.  

TIPS:

On occasion, depending on how many duplicate contact vCards you have on your site, your attorney may still not have access to loans.  Why?  The vCard that is associated with the specific law firm is probably not the same one as the user account vCard.  To resolve the issue:

1. Visit the Contacts main menu and do a search for your attorney name;
2. If you notice that there are multiple instances of the same contact - STOP;  
3. Have your Site Administrator access the Administration menu and click on the Attorney's vCard within User Accounts and add a "2" next to his/her last name;
4. Visit the Contacts main menu and perform another search for your attorney;
5. The results will hopefully return all duplicates PLUS the vCard with a "2" next to the last name;
6. Ask your Manager and/or Site Administrator to Merge the duplicate attorney vCards to the vCard with a "2" next to the last name; and
7. Lastly, ask your attorney to try accessing the loan you granted him/her access to.