How does Agency Admin move a client, an application or a loan from one counselor to another?

An "Agency" on Happy Mango represents an organization, group, or company of counselors. Each "Agency" has one admin account.  In addition to creating new or activating/deactivating counselor accounts within the agency, the Agency Admin Account owner can also change the access of each counselor within the agency to client data.  

Assign a Current Client from one counselor to another counselor

On the "Current Clients" page, the Agency Admin can view all clients linked to any counselor at the agency.  The Agency Admin can reassign a client by following these steps:

Step 1. Select the original counselor from the "Select Advisor" drop down menu

Step 2. Select the client to be reassigned

Step 3. Click on the green utility icon and select "Change Counselor"

There is an important option to make after this step.  The client(s) may be assigned to the new counselor along with all the client's past and existing applications. 

• If the "Assign to new counselor all applications related to the client(s) above" option is selected by checking the checkbox in front of it, the reassigned client(s) will appear on the new counselor's Current Clients page and all the clients' applications and loans will appear on the new counselor's Applications and Loans page respectively. 
• If this checkbox is left unselected, only the reassigned client(s) will be related to the new counselor and appear on the counselor's Current Clients page, but the client(s)' applications will remain accessible only to the client(s)' existing counselor.  

Assign an Application from one counselor to another counselor

The Agency Admin also have the ability to reassign select applications from one counselor to another without changing the existing client-counselor relationship.

On the "Applications" page, the Agency Admin can view all applications that one of the counselors at the agency has been designated as the referring counselor during the client's application process.  The Agency Admin can re-assign an application through a similar process as reassigning counselor.