Skip to content
  • There are no suggestions because the search field is empty.

How to Update the Servicing Office of a Location

  1. Select Clients

  2. Insert Client name and select display clients

 or

  1. Choose all clients and select display clients
  2. Select the client name to load the profile
  3. Select Relationship Managers
  4. Select Edit, then select from the drop-down the new office
  5. Press Update