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Loan Officer Setup: Enabling Impersonation for Team Use

This guide shows how Loan Officers can enable impersonation in their profile and how team members can use it to run actions, like credit reports, securely with the LO’s credentials.

Part A: How LO Enable impersonation

  1. Click your Username (top right) > Select Profile.

  2. Click Edit Profile.

  3. Open the Actions tab.

  4. Set Yes to Allow others to send loan action requests using your action settings credentials (impersonation)

  5. Click Save.

Part B: How Team Members User Impersonation

  1. Open the loan file.

  2. Click Actions from the left-hand menu.

  3. Select the action — for example, click Send next to Credit Report.

  4. Confirm the Contact has the correct vendor.

  5. Review or set the correct Request Type.

  6. Under User Credentials, select Loan Officer Credentials (Impersonation).

  7. Click Send Request.

Questions? Contact us at support@spherelos.com — we’re here to help.