LoanPro is cloud-based, which means that users can log in to the software from any location as long as they have internet access. This offers an extra layer of convenience; however, you may not want every user in your company to have access to the software from any location.

For this purpose, LoanPro gives you the option to restrict access to the software by IP address. You can create sets of whitelisted or blacklisted IPs, and then assign those sets to specific agent users.

IPs, whitelists, and blacklists

Computers connect to the internet through a network, like your home Wi-Fi or the internet at your office. Each of those networks has an Internet Protocol (IP) address, a unique number that identifies where you're connecting to the internet from.

When you use the internet, all the websites you visit can see your IP address. They can use that IP address to restrict who has access to their website. You can think of the website as a club with a bouncer:

• When an IP whitelist is in place, the bouncer only lets you in if you have an invite. Anyone who is not using the specified IP address cannot access the software.
• When the website uses an IP blacklist, the bouncer will let most people in, but there are some photos printed on the wall of people who are banned and will be denied entrance. Only specific IP addresses are denied access.

Creating an IP-Based Access set

To create a new IP-Based Access set, navigate to Settings > Company > IP-Based Access inside your company account.

This page lists all of your IP-Based Access sets, the IPs they contain, and whether they are active.

Create a subset

Clicking ‘Add Subset’ or the edit button next to an existing set will let you edit the name, select a type, and toggle whether it's active.

In the ‘Type’ field, you'll choose whether this will be a whitelist or blacklist. With the set info in place, click ‘Save’.

Add an IP

Once you have your IP-Based Access set, you can add addresses to it. To add an IP address to the set, click the plus icon to the right of the set.

Enter the IP address into the IP Address field. Clicking the target button on the right will autofill the IP address you're currently using. Click ’Save’, and repeat this step for as many IP addresses you'd like to add to the set.

To keep your list organized and concise, you can enter CIDR blocks (ranges of IP addresses). For example, if you’d like to include a range between the IP addresses “10.0.0.0” and “10.0.0.255”, the block that you would enter into LoanPro would be “10.0.0.0/10.0.0.24”. This would then capture any IP address that falls between that range, avoiding long lists and tedious entries.

How to assign an IP-Based Access set

Once you’ve created an IP-Based Access set, you’ll need to assign it to the agent users who it will restrict. To assign an IP-Based Access set, navigate to Users > Agent Users inside your company account.

Click the name of a user you want to assign the IP-Based Access set to. On the Profile & Access tab, click ‘Edit’.

Scroll down and you will see the IP-Based Access user setting. From the IP-Based Access drop-down, choose the set you want to assign to the user. Once you click ‘Save’, you're done.