> For the complete documentation index, see [llms.txt](https://docs.uptiq.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uptiq.ai/commercial-lending/getting-started/portals-and-roles/fi-staff.md).

# FI Staff

Use the FI Staff portal to work deals from intake through underwriting, credit memo, closing, and monitoring.

The FI Staff portal is where Financial Institution (FI) staff do lending work, from intake to post-close monitoring. Loan Officers, Relationship Managers, Credit Analysts, and Underwriters use it. Your role controls the deals, customers, and menus you can open. Underwriters use this same portal for the whole underwriting process, because it is the FI's standard process: extraction review, spreading, underwriting review, and the credit memo.

{% hint style="info" %}
Sign in with email and password. Your company can also enable Microsoft Entra ID, Google, or Nucleus single sign-on.
{% endhint %}

### Who uses this portal

| Role                     | Main workspace                                                              | Start here                                                                                      |
| ------------------------ | --------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------- |
| **Loan Officer**         | Pipeline, customers, documents, underwriting, and monitoring                | [Loan Officer and Relationship Manager guide](broken://pages/fABoQoy1hpclJQ2CTbmR)              |
| **Relationship Manager** | Borrower relationships, deal status, documents, and covenant compliance     | [Relationship Manager](/commercial-lending/getting-started/role-guides.md#relationship-manager) |
| **Credit Analyst**       | Extraction review, spreading, covenants, and credit memos                   | [Credit Analyst guide](broken://pages/vYVjBRliHdamXeV8rOIx)                                     |
| **Underwriter**          | Underwriting steps in Pre-Screening and the credit memo on an assigned deal | [Underwriter guide](broken://pages/TjFQvxNxcFXHx3C2uy0S)                                        |

{% hint style="warning" %}
**Underwriter** is a deal role, not a system role. Loan Officers and Credit Analysts hold it when assigned to a deal. See [Underwriter guide](broken://pages/TjFQvxNxcFXHx3C2uy0S).
{% endhint %}

{% hint style="info" %}
Your sign-in page shows the title your organization sets in [Home page](broken://pages/LbA86ujFX0Ar1DLCzvhY), for example **Loan Officer Portal**. This guide calls it the FI Staff portal.
{% endhint %}

Assign access in [Roles and permissions](broken://pages/yaliiYSba8n5xC7fJa4n). Use [Roles](/commercial-lending/getting-started/role-guides.md) for role-specific reading paths. Company settings, users, and products are managed in the [FI Admin](/commercial-lending/getting-started/portals-and-roles/fi-admin.md) portal.

### What you can do here

<table data-view="cards"><thead><tr><th>Area</th><th>Use it for</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Portfolio and pipeline</strong></td><td>The dashboard, applications, portfolio view, and loan summary.</td><td><a href="broken://pages/3M9hTGF8HneQ2d8P6C1z">Broken link</a></td></tr><tr><td><strong>Customers and entities</strong></td><td>Customer records, entity pages, background reports, and UCC searches.</td><td><a href="broken://pages/lZpbHK4x1e8dLl2bLwqg">Broken link</a></td></tr><tr><td><strong>Underwriting</strong></td><td>Document extraction, financial review, risk rating, and the credit memorandum.</td><td><a href="broken://pages/59c2zdmqn6QJYkgp3fAd">Broken link</a></td></tr><tr><td><strong>Deal workflows</strong></td><td>The stages and screens for CRE, C&#x26;I, and ICRE deals.</td><td><a href="broken://pages/L3FfQxC6kMm92d8yFX7D">Broken link</a></td></tr><tr><td><strong>Generated documents</strong></td><td>Preflight memos, letters of interest, and closure documents.</td><td><a href="broken://pages/dH83XAkJTRLqY8aKc1zB">Broken link</a></td></tr><tr><td><strong>Post-close monitoring</strong></td><td>Covenants, ticklers, and credit reviews after closing.</td><td><a href="broken://pages/hejMRBtfQTFqqMCJeqTO">Broken link</a></td></tr></tbody></table>

Find the button for a task in the [Action finder](/commercial-lending/getting-started/portals-and-roles/action-finder.md).

### Related

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>FI staff overview</strong></td><td>How the staff workspace is organized.</td><td><a href="broken://pages/tV1AkEqhoNA01jcZd0qQ">Broken link</a></td></tr><tr><td><strong>Loan stages</strong></td><td>The stages a deal moves through.</td><td><a href="/commercial-lending/getting-started/loan-stages.md">Loan stages</a></td></tr><tr><td><strong>Product guide</strong></td><td>Stages and who is named next, by product.</td><td><a href="broken://pages/Np5ORd2exN02N4NoTvX8">Broken link</a></td></tr><tr><td><strong>FI Admin</strong></td><td>Company settings, users, products, and reporting.</td><td><a href="/commercial-lending/getting-started/portals-and-roles/fi-admin.md">FI Admin</a></td></tr></tbody></table>

***

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<p align="right"><em>Maintained by</em> <mark style="color:green;">Abhishek Paul</mark><br><code>AI-assisted, human-approved</code></p>
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<div align="left"><img src="https://2424445642-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoNOfYlgbuwiWKkdQsRIp%2Fuploads%2Fgit-blob-d034645b4f8f8ee661985f5306b60ded3289653c%2Fmaintainer-abhishek-paul.png?alt=media" alt="" width="60"></div>
{% endcolumn %}
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