Leads can be reassigned among loan officers by anyone with manager level access.
Locate the lead that needs to be reassigned on the Manager version of the Pipeline page. Click the “Edit” button, and then click “Reassign” under the Loan Officer section on the client information page. You’ll be able to select a new officer from the subsequent dropdown. That lead will now show up on the new officer’s Pipeline page. Click here for a short walkthrough video of the process.