Update/Edit Contacts in LMS - Adding Organizations & Business Roles

Primary Department Supported: Servicing /General LMS User Support 

Super Powers Needed? - NO 

Developer Support Needed - NO 

Common Situations 

You may need to update a contact’s Organizations or Business Roles when: 

1. The individual needs to be associated with a different borrower entity 
2. The individual needs to be associated with a builder, vendor, or another related party 
3. You are trying to add the individual to a loan under the Entities tab, but their name is not showing with the correct Business Roles (e.g., Borrower Statement, Courtesy Reminders)

Important Considerations & Best Practices 

1. The Organizations and Business Roles linked at the contact level determine where and how the contact appears throughout LMS—especially when associating people with loans. 

Instructions: 

Locate the Contact you want to edit 

In the LMS Menu: 

1. Select Organizations → Contacts 
2. Locate Contact and click to open details 

To Add or Modify Organizations  

1. Select the Organizations tab. 
2. Click Add. 
3. Search for the needed Entity/Organization. 
4. Click Save and Close.

To Add or Modify Business Roles 

1. Select the Business Roles tab. 
2. Click Add. 
3. Search or scroll to find the needed role.  
4. TIP: Expand the view at the bottom to see additional role options. 
5. Checkmark one or multiple roles. 
6. Click Add Selected. 

To Delete or Remove an Organization or Business Role 

1. Locate your contact and open the appropriate tab (Organizations or Business Roles). 
2. Checkmark the item you want to remove. 
3. Click Delete.