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Administration

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After a Mortgage Agent has signed up to use the System, CSI will contact the Mortgage Agent to set up a User Administrator for the Mortgage Agent. This User Administrator will then be given authorization to set up other User Administrators and User Processors for his or her institution.

In the Admin section, Administrators can:
  • Edit their personal information
  • Maintain their institution's settings and information
  • Add, delete or edit users authorized to use the system
  • and more
  




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