Connections Email Configuration

Introduction

LoanPro offers the option to send emails manually and automatically to your customers. By default, your emails get sent through LoanPro's Amazon SES account. Customers may want to use their own email application instead of our SES account. This article will cover how to use your own email account to send emails both through the LMS and Connections UIs.

If you use the email tool a lot, we recommend that you use either an SMTP integration or your own SES account. This will help you more easily see when emails are being sent and received. If you are an Enterprise customer, we specifically recommend you use your own SES account.

Configuration in LMS

To add your email service to Connections, navigate to Settings > Company > Plugins > Connections. Make sure you are on the "Services" tab.

Click the gear icon for the 'email – Email Service' row.

Choose an option from the 'Select Provider' drop-down. The available options are as follows:

  • Connections - This means you will continue to use the LoanPro SES account.
  • SES - This option will let you integrate your own SES account.
  • SMTP - This option will let you send emails from your own service through SMTP.

SES Integration

If you select the SES option, you will be asked to enter your Access Key ID and Secret Access Key. You can also check the box to set you SES account as the default email provider. Once you have entered your information, click 'Save'.

SMTP Integration

If you select SMTP, you will be asked to enter the host, username, and password. You can also check the box to set this as your default email provider. Once you have entered your information, click 'Save'.

Configuration in Connections


To set up a new email provider inside Connections, navigate to Services > Contact Information.

Click the  icon for the email – Email Service row.

Choose an option from the Select Provider drop-down.

SES Integration

If you select the SES option, you will be asked to enter your Access Key ID and Secret Access Key. You can also check the box to set you SES account as the default email provider.

Once you have entered the information, click the 'Save' button.

SMTP Integration

If you select SMTP, you will be asked to enter the host, username, and password. You can also check the box to set this as your default email provider.

Once you have entered the information, click the 'Save' Button.


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