How do I remove a Loan Officer from my team?

You can not remove a Loan Officer from your team, but you can disable them from lead delivery.

To do that, go to your Manager's Dashboard in the Lender Portal.  Click on the blue “show more” link next to the loan officer and then “disable loan officer.”

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Once you have disabled the loan officer, they will no longer receive new lead alerts, but they will still receive alerts with updates to their leads. They will also still be able to log in to the platform.
Submit a Request to remove their platform access and to re-assign their leads in bulk to another loan officer on your team.