Tenant-Level Settings

Introduction

When you want to edit the settings for everything you do in LMS, tenant-level settings are the place to go. These settings will affect your entire ecosystem, changing the options that will be available when creating and editing individual loans, customers, other entities.

Having said that, it's important to know what you're doing when you change these settings. A mistake at the tenant-level could create issues for countless loans. The only users who should have access to these settings should have a deep knowledge of both our software and your workflows.

What are Tenant-Level Settings?

First off, we should explain what a 'tenant' is. A tenant is your company's account with LMS. On another software, you might call this an "account" or "user," but both of those terms refer to something else in the software, so it's a 'tenant' here. Most LMS tenants correlate to a single company. Individual loans, customers, and agent users are all saved within a tenant.

Your 'tenant-level' settings, then, affect your operations across the board. When you log into LMS, you can access them through the Settings tab in the top right of the screen.

Clicking Settings opens a drop-down menu with the following options:

Settings

What They Control

Loan

We should clarify that there are both loan-level and tenant-level loan settings. The Loan Settings page will control all kinds of options affecting individual loans, but the options in Settings > Loan affect all loans across the tenant.

What do tenant-level loan settings control?
Here's a quick list:
Custom Fields
• Labeling
Custom Forms
Escrow
Portfolios
Checklists
Alerts
Rules Applied
Payments
Charges
• Setup New Loan
Process Wizards

Company

These settings control user access, rules applied, notifications, brackets and notifications. It's also where you'll find settings for all of your integrations.

Details
Here's a full list of company settings:
• Merchant settings concern Secure Payments.
• Plug-ins deal with other software integrated through Connections.
• Email controls Do Not Disturb settings and the Context Engine Variables relating to your company's emails.
• SMS sets Do Not Disturb settings and your Templates.
Brackets let you configure the brackets used in searches.
• API settings let you change the API user. There are also links to our API documentation.
Notifications includes Event and Trigger Based Notifications, as well as the Sounds Manager.
The Rules Manager lets you save Clojure Rules that can be used in Wizards, Rules Applied, or anywhere else that uses rules.
Imports include instructions, samples, and uploads.
Access lets you grant or restrict access to the software to your agent users.
• User Authentication lets you set up Multi-Factor Authentication.
• Mail House settings let you set up address blocks and templates.
Global System Notes track changes to your tenant-level settings and configuration.
IP Restrictions let you whitelist and blacklist IP addresses.

Customer

Tenant-level customer options control the custom fields that will appear on each customer, as well as the labelling options for statuses, note categories, and document sections. You can also set brackets based on customer age and credit score.

Source Company

Source Companies are used to track either brick and mortar locations or third-party companies where loans originated (e.g., an related finance auto lender might create source companies representing individual dealerships). Source Company Tenant-Level Settings will govern their custom fields, labeling, and defaults.

Defaults

When you create a new loan, a customer, a transaction, or other entity, defaults can fill in most of the fields for you. None of those choices will be locked in, but having them preset can save agent users lots of time in their day-to-day servicing operations. For more information, see our category on Defaults.

Website

If you're using LoanPro's out-of-the-box Customer Website, this area of the settings will let you edit each page and manage the site.

Where do Tenant-Level Settings Fit?

Tenant-level settings are how you can configure LMS to make it match your lending model. It's through these settings that you can make the system work for you. Whether you're just getting started with LoanPro, redesigning your workflows, or just fine-tuning it, we recommend working with our Success Specialists to get the most out of your configuration.

Terminology

Here's a quick summary of the key terms:

Term

Definition

Tenant

A tenant is an 'instance' of the LMS software. It's the collection of loans, customers, agent users, rules, settings, and everything else that interact with each other within LMS. In most cases, a tenant corresponds to a single lending company.

Tenant-level

The tenant-level refers to everything that affects the entire tenant in LMS. This contrasts with settings saved at other levels: Loan-level settings affect only one loan, but tenant-level settings affect all loans.

This Feature is Not

Tenant-level settings are not a bulk edit tool. If you change the configuration and defaults in your tenant-level settings, it will affect loans that you make in the future, but it won't go back and interfere with any existing loans. (If you are looking for bulk editing tools, try Imports.)

What's Next?

From here, you're probably ready to dive into specific areas of tenant-level settings.

  • Defaults let you pre-fill the fields on loans, customers, transactions, and other entities. When you create or log on of these entities, the system will pull up all of your default values, and then you can make any necessary adjustments. This is a simple way of cutting back monotonous work and saving your agent users' time.
  • Preconfigured Loans let you save a template loan, and then create any number of loans based on that template. Unlike your tenant-level defaults, you can save multiple preconfigured loan templates, meaning you could create one for each of your loan products.


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