how to guide: add/manage users
HOW TO GUIDE: ADD/MANAGE USERS ADD USER 1. Upon logging into the Blustream Portal, select “Manage Users” from the navigational links on the left side of the page.
2. Select “Add New”
3. Complete the fields for “User Information” on the first tab. If you want this user to receive email notifications as to the progress of loan files, please ensure that you check the box labeled “Send task-‐related e-‐mail” . If you want this user’s name to appear differently on loan documents (i.e. approval certificate), click the “modify box” and populate the “Name on Loan Documents” with the appropriate information.
Blustream Lending – dba of Nexera Holding LLC
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4. Click on the ”Credentials” tab and choose a login name and password. The password can be set for user to change it if necessary.
5. Under the “Roles, Loan Access, & Permissions” tab, select the following: a. Roles: i. Loan Officer is a loan originator and has an NMLS number. ii. Processor is the primary contact on the loan and will receive email notifications throughout the loan process. If the LO self-‐processes please check this box as well. b. Loan Access Level i. Corporate -‐ user will be able to view all loans within the company. ii. Individual – user will only be able to view loan assigned to them. c. Permissions i. Check this box if you want this user to create loans in the system.
Blustream Lending – dba of Nexera Holding LLC
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6. Under the “Broker Relationships” tab, you can associate a processor with the user. Note that in order to link a processor to a user, at least one user with the role of processor must be established.
7. Under the Licenses tab, populate the Loan Officer’s NMLS ID and applicable state license information.
8. Click OK to save and close the window. New user has been established.
Blustream Lending – dba of Nexera Holding LLC
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