Who can use VERSA Connect and what can they do?
Lender users can manage and resolve queries assigned to them or their team. Conveyancer users can raise queries, manage ownership within their firm, and close queries once they accept the lender’s resolution
When to use this article
- What can lender users do?
- What can conveyancer users do?
- Who can close a query?
- Who can assign a query?
Prerequisites
- User must be an authenticated VERSA user
- User must have an assigned role (Lender or Conveyancer)
Key points
- Lender users can view, assign, reassign, add notes, attach documents, and resolve queries
- Conveyancer users can raise, close, reassign, add recipients, add notes, and attach documents