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Set Up Basic User Access to Mortgage Features

Learning Objectives

After completing this module, you’ll be able to:

  • Assign the mortgage permission set.
  • Create and assign the Loan Officer and Underwriter permission sets.

Let’s Begin

Imagine that you’re the Salesforce admin at Cumulus Mortgage, configuring the feature so all loan officers and underwriters at the company can use Mortgages for Financial Services Cloud to automate the residential loan application process.

Digitized mortgage lending processes allow clients to move into their dream homes faster.

To get things rolling, you use the mortgage permission set to assign users like Sofia, the loan officer, licenses to the mortgage feature and document checklist items.

In this module, we assume you are a Financial Services Cloud administrator with the proper permissions to take these actions. If you’re not an administrator for Financial Services Cloud, that’s OK. Read along to learn how your administrator would take the steps in a production org. Don't try to follow these steps in your Trailhead Playground. Financial Services Cloud isn't available in the Trailhead Playground.

  1. From Setup, in the Quick Find box, enter Permission Sets and then select Permission Sets.
  2. On the Permission Sets Setup page, click Mortgage.
  3. Click Manage Assignments and then click Add Assignments.
  4. Select the users who need access to the Mortgage license, click Assign, and click Done.
  5. Back on the Permission Sets Setup page, click the name of a document checklist permission set with a Document Checklist license that you want to assign. You may need to set this up first in your org.
  6. Click Manage Assignments and then click Add Assignments.
  7. Select the users who need access to the Document Checklist license, click Assign, and click Done.

Your users are now set up with the permission they need.

Create Enhanced Mortgage User Permission Sets

Different Mortgage users need different access to both mortgage and document checklist objects. Some mortgage users run flows and create Experience Cloud site users. 

You can create permission sets to assign necessary object and feature permissions to Cumulus’s different mortgage users, such as loan officers and mortgage underwriters. Let’s learn how.

Create and Assign a Loan Officer Permission Set

First, create a permission set to give loan officers like Sofia access to mortgage and document checklist features. The permissions set also grants access to mortgage and document checklist objects and other system permissions.

The Loan Officer permission set page.

  1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
  2. On the Permission Sets Setup page, click New.
  3. Name the permission set Loan Officer, set License to None, and then save your work.
  4. On the Loan Officer Permission Set page, under Apps, click App Permissions, and click Edit.
  5. Make these selections:
    • Under Call Center, select Manage Customer Users.
    • Under Flow and Flow Orchestration, enable Run Flows.
  6. Save your work, then click Save on the Permission Changes Confirmation window.
  7. In the dropdown list to the right of App Permissions, select System Permissions.
  8. On the System Permissions list, click Edit.
  9. Make these changes under System:
    • Select User license to access mortgage in Financial Services Cloud.
    • Select User license to access the Document Checklist features.
  10. Save your work, then click Save on the Permission Changes Confirmation window.
  11. In the dropdown list to the right of System Permissions, select Object Settings.
  12. Select Document Checklist Items, and then click Edit.
  13. Select Read, Create, Edit, and Delete.
  14. Save your work.
  15. Repeat steps 12 through 14 for these other Mortgage objects:
    • Loan Applicant Addresses
    • Loan Applicant Assets
    • Loan Applicant Declarations
    • Loan Applicant Employments
    • Loan Applicant Incomes
    • Loan Applicant Liabilities
    • Loan Applicants
    • Loan Application Assets
    • Loan Application Financials
    • Loan Application Liabilities
    • Loan Application Properties
    • Loan Application Title Holders
    • Residential Loan Applications
  1. On the Loan Officer Permission Set Overview page, click Manage Assignments, and then click Add Assignments.
  2. Select the users you want to assign the loan officer permission set to and click Assign, and then click Done.

Now that your loan officers are set up, it’s time to move on to the next key permission set.

Create and Assign a Mortgage Underwriter Permission Set

Now create a permission set to give mortgage underwriters like Shah access to mortgage and document checklist features. The permissions set also grants access to mortgage and document checklist objects.

  1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
  2. On the Permission Sets Setup page, click New.
  3. Name the permission set Underwriter, set License to None, and then save your work.
  4. On the Underwriter Permission Set page, under System, click System Permissions, and then click Edit.
  5. Make these selections under System:
    • Select User license to access mortgage in Financial Services Cloud
    • Select User license to access the Document Checklist features
  6. Save your work, then click Save on the Permission Changes Confirmation window.
  7. In the dropdown list to the right of System Permissions, select Object Settings.
  8. In the Find Settings box, enter Document Checklist Items, select Document Checklist Items, and then click Edit.
  9. Select Read, Create, and Edit.
  10. Save your work.
  11. On the Object Settings list, select Loan Applicant Addresses, and then click Edit.
  12. Enable Read.
  13. Save your work.
  14. Repeat steps 11 through 13 for the remaining mortgage objects.
    • Loan Applicant Assets
    • Loan Applicant Declarations
    • Loan Applicant Employments
    • Loan Applicant Incomes
    • Loan Applicant Liabilities
    • Loan Applicants
    • Loan Application Assets
    • Loan Application Financials
    • Loan Application Liabilities
    • Loan Application Properties
    • Loan Application Title Holders
    • Residential Loan Applications
  1. On the Underwriter Permission Set page, click Manage Assignments, and then click Add Assignments.
  2. Select the users you want to assign the underwriter permission set to and click Assign, and then click Done.

All the configurations that you performed so far constitute essential admin ground work to set up mortgage features. You’re ready to move to the next stage: setting up advanced user access.

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