# How to Assign a Loan Officer

A loan officer may be assigned to loan accounts that are Pending Approval, Approved, or Active. A loan officer may be removed from a loan account and a different loan officer assigned when loan accounts are Pending Approval, Approved, or active.

The status of the loan remains the same when a loan officer is assigned.

{% hint style="success" %}
Use [bulk loan reassignment ](/mifosx/user-manual/for-administrators-mifos-x-platform/administration/organization/bulk-loan-reassignment.md)to reassign all loan accounts from one loan officer to another.
{% endhint %}

### **To assign a Loan Officer to a loan account**

Locate the loan account to be assigned or reassigned by navigating to it through the client or group that holds the loan account.

1. Select **Assign Loan Officer** from the action bar (it may be located under the **More** menu choice)
2. Select a loan officer from the **To loan officer** list
3. Select the **Assignment date** from the calendar pop-up.
4. Click **Submit.**

{% hint style="danger" %}
If a loan officer is already assigned to an active loan, the Assign Loan Officer choice will not be available on the action bar. To assign a different loan officer, click **x** beside the current loan officer, select the **Unassigned date** from the calendar pop-up and click **Submit.** Then follow the steps above to assign a new loan officer.
{% endhint %}

### Related articles

* Page:[Share Accounts](/mifosx/user-manual/for-operational-users-mifos-x-web-app/accounts-and-transactions/share-accounts.md)
* Page:[How to Prepay a Loan Account](/mifosx/user-manual/for-operational-users-mifos-x-web-app/accounts-and-transactions/loan-accounts/how-to-prepay-a-loan-account.md)
* Page:[Using collection sheet or other payment types for making payments](/mifosx/user-manual/for-operational-users-mifos-x-web-app/accounts-and-transactions/loan-accounts/using-collection-sheet-or-other-payment-types-for-making-payments.md)
* Page:[How to Assign a Loan Officer](/mifosx/user-manual/for-operational-users-mifos-x-web-app/accounts-and-transactions/loan-accounts/how-to-assign-a-loan-officer.md)
* Page:[How to Add a Charge to a Loan Account](/mifosx/user-manual/for-operational-users-mifos-x-web-app/accounts-and-transactions/deposit-accounts/mifos-x-saving-accounts/how-to-add-a-charge-to-a-saving-account.md)


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.mifos.org/mifosx/user-manual/for-operational-users-mifos-x-web-app/accounts-and-transactions/loan-accounts/how-to-assign-a-loan-officer.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.