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Roles Options Explanation

Updated 6 months ago by Sloan

General

You can control access for your users inside LoanPro. This article gives a brief explanation of what each of the access options for a role does.

Company View

Product Navigation

PCI Wallet

Grant access to a single-button-click login to PCI Wallet

Connections

Grant access to a single-button-click login to Connections

Dashboard View

Create Widgets
Grant access to create widgets and add them to existing dashboards. Dashboards act as the home page for agent users and contain widgets that show loan information.
Share Dashboard
Grant access to share dashboards between agent users.
Add Dashboard
Grant access to create new dashboards.

Reports

Administration Reports
Grant access to Administration Reports section. This section lets the user view reports that show daily status information for loans, interest accrual, and most static loan information.
Special Report
Grant access to the Special Report. The special report lets the user create a file to transact payments through a flat-file-based system.
Custom Query Report
Grant access to the Custom Query Report. The custom query lets the user generate a report of any static loan and customer data.
Calculated Interest Accrual Report
Grant access to the Calculated Interest Accrual Report.
Reverse Calculated Loan Archive Report
Grant access to the Reverse Calculated Loan Archive Report. This report shows numbers and other loan information for specific days in the past as calculated with all currently available data.
Historical Loan Archive Report
Grant access to the Historical Loan Archive Report. This report shows numbers and other loan information for specific days as the information existed on those days.
Static Pool Report
Grant access to the Static Pool Report. This report shows the health of a pool of loans over time.
Servicing Reports
Grant access to Servicing Reports section. These reports show delinquency and insurance history.
Delinquency Report
Grant access to the Delinquency Report. This report shows loan delinquency.
Insurance Report
Grant access to the Insurance Report. This report shows insurance policy expiration.
Transaction History Reports
Grant access to the Transaction History Reports section. These reports show transactions for all loans.
Escrow Estimated Disbursement
Grant access to the Escrow Estimated Disbursement Report. This is a report of estimated disbursements for all loans.
Escrow Transactions Report
Grant access to the Escrow Transaction Report. This is a report of escrow transactions for all loans.
System Notes
Grant access to the System Notes Report. This report shows notes logged by LoanPro when changes are made.
Loan Alert History
Grant access to the Loan Alert History Report. This report shows changes made to loan alerts.
Charge Off History
Grant access to the Charge Off History Report. This report shows chargeoffs for all loans. A chargeoff is a portion of the loan principal that has been deemed uncollectible.
Days Past Due Report
Grant access to the Days Past Due Report. This report shows the number of days past due for all loans.
Amount Past Due Report
Grant access to the Amount Past Due Report. This report shows the amount past due for all loans.
New Accounts
Grant access to the New Accounts Report. This report shows newly created loans in LoanPro by date.
Reversed Payments Report
Grant access to the Reversed Payments Report. This report shows payments reversed for all loans.
Suspend/Resume Interest
Grant access to the Suspend/Resume Interest Report. This report shows all elections to stop or restart accruing interest on each loan.
Promises Report
Grant access to the Promises Report. This report shows the record of promises made by customers for each loan.
Notes Report
Grant access to the Notes Report. This report shows notes created by users for each loan.
SMS Report
Grant access to the SMS Report. This report shows a history of SMS messages sent to customers on each loan
Due Date Changes Report
Grant access to the Due Date Changes Report. This report shows a history of due date changes for each loan.
Advancements/Credits Report
Grant access to the Advancements/Credits Report. This report shows a record of advancement of funds (except on the date a loan was created) and credits. Credits represent forgiveness of a portion of loan principal.
Funding Report
Grant access to the Funding Report. This report shows a record of each loan funded using LoanPro’s funding tool.
Charges Report
Grant access to the Charges Report. This report shows a history of charges logged for all loans.
Payment Breakdown Report
Grant access to the Payment Breakdown Report. This report shows payments made on all loans and how those payments were allocated between interest, principal, fees, escrow, etc.
Forecast Reports
Grant access to the Forecast Reports section. These reports show expected future transactions and revenues.
Scheduled Payments Report
Grant access to the Scheduled Payments Report. This report shows payments that are scheduled for future days. These are the originally-scheduled payments on a loan and don’t take actual payment history into account.
Forecast Payment Report
Grant access to the Forecast Payments Report. This report shows forecast payments for each loan. Forecast payments are different from scheduled payments in that they take into account the loan payment history when calculated.

Tools

Loan Admin Tools
Grant access to the Loan Admin Tools. These tools let the user do bulk rule evaluations that may change loan stoplights, flags, or other rules applications.
Quick Quote
Grant access to the Quick Quote. This tool lets the user create a temporary loan, which will be deleted unless converted to a real loan.
Restore
Grant access to the Restore tool. This tool allows the user to restore deleted loans.
Credit Reporting
Grant access to the Credit Reporting tool. This tool allows the user to generate credit reporting data.
Cash Drawer
Grant access to the Cash Drawer tool. This tool allows users to manage cash drawers and reconcile cash-drawer balances.
Collector Queue
Grant access to the Collector Queue tool. This tool allows users to create queues of loans that can be assigned to other users.
Collector Queue Report
Grant access to the Collector Queue Report.
Create New Collector Queue
Grant access to create a new Collector Queue.
Customer Communication
Grant access to all Customer Communication tools. This tool lets the user create on-off communications with customers.
Mail House
Grant access to the automated mailing tool. This tool allows the user to automatically send documents through the mail to the customer.
Custom Forms
Grant access to the Custom Forms tool. This tool lets the user generate custom forms, which merges loan and customer information into a form template.
Billing
Grant access to the Billing tool. This tool lets the user generate billing statements for a group of loans.
Phone (TCN)
Grant access to the automated phone calls tool. This tool allows the user to send a mass phone call campaign to customers.
SMS
Grant access to the SMS text message tool. This tool allows the user to send SMS text messages to customers.
Email
Grant access to the Email tool. This tool allows the user to send email messages to customers.
AutoPay
Grant access to the automatic payment tool. This tool lets the user view, edit, process, or cancel existing automatic payments.
Notification Center
Grant access to the Notification Center. This tool lets the user view and create notifications for internal, company use.

Loans

Mail House Tool
Grant the ability to send loans to the Mail House tool.
Admin Tool
Grant the ability to send loans to the Admin tool.
Column Manager
Grant the ability to change the visible columns in the Loan Manager.
New Loan
Grant the ability to create a new loan.
Standard Grant access to create a new loan using the method where the user chooses the order in which to enter data.
Other Grant access to create a loan that is categorized as "other"
Real Estate Grant access to create a loan that is categorized as "real estate"
Consumer Grant access to create a loan that is categorized as "consumer"
Automobile Grant access to create a loan that is categorized as "automobile"
Applications Grant access to create a new loan using any of the existing loan applications. This only affects users within the software, not applicants who can fill out the application outside the software.
Quick Quote Grant access to create a Quick Quote, a temporary loan that calculates loan numbers, but doesn't create a permanent loan in LoanPro.
Pre-Configured Grant access to create a new loan using the preconfigured loans.
Custom Onboarding Grant access to create a new loan through the custom onboarding process.
SMS Tool Grant the ability to send loans to the SMS tool.
Create Custom Forms Grant the ability to generate custom forms for groups of loans.
Send To Billing Grant the ability to send loans to the billing tool.
Run TCN Campaign Grant the ability to send loans to the automated-phone-call-campaign tool.
Collector Queue Grant the ability to send loans to the Collector Queue tool.
Email List Grant the ability to send loans to the email tool.
Schedule Report Grant the ability to schedule a report to run.
Excel Data Dump Grant the ability to export loan data to a .CSV file.
Loan menu branches Grant access to the features and functions inside a loan.
AutoPay Shortcut Choose whether the option to provide a quick link, in the loan header, to the AutoPay section of the loan will be available.
Credit Shortcut Choose whether the option to provide a quick link, in the loan header, to the Log a Credit section of the loan will be available.
Transactions Report Shortcut Choose whether the option to provide a quick link, in the loan header, to the Transactions report of the loan will be available.
Archive Report Shortcut Choose whether the option to provide a quick link, in the loan header, to the Archive Report of the loan will be available.
Custom Forms Shortcut Choose whether the option to provide a quick link, in the loan header, to the Custom Forms section of the loan will be available.
Change Due Date Shortcut Choose whether the option to provide a quick link, in the loan header, to the Change Due Date tool within the loan will be available.
Promises Shortcut Choose whether the option to provide a quick link, in the loan header, to the Promises section of the loan will be available.
Advancement Shortcut Choose whether the option to provide a quick link, in the loan header, to the Log an Advancement section of the loan will be available.
Edit Alert Grant access to edit the loan alert. This will grant access to edit the alert both on the Loan Summary and in the Notes/Alerts area.
Payoff Details Link Choose whether the option to provide a quick link, in the loan header, to the Payoff Details section of the loan will be available.
Quicknote Shortcut Grant access to the Quick Note shortcut.
Charge Shortcut Grant access to the Charge shortcut.
Payment Shortcut Grant access to the Payment shortcut.
Loan menu 1 Grant access to the sections inside a loan.
Wizards
Grant access to the Wizards section of a loan.
History
Grants access to the History section of the Wizards tab inside of an account. This allows the user to see the wizard history on an account.
Wizards Grants access to the Wizards available on an account. This tool allows users to use wizards to be guided through specific processes on an account.
Rules Applied
Grant access to the rules applied section inside a loan. This section lets the user view rules that will affect different areas of the loan. It will also let the user force an evaluation of a rule, and, if the rule is true, apply associated actions.
Bankruptcy
Grant access to the Bankruptcy rules applied tool. This tool lets the user view and force run rules that will change bankruptcy filings on the loan.
Stop Interest Date
Grant access to the Suspend/Resume Interest rules applied tool. This tool lets the user view and force run rules that will change when interest accrues on the loan.
Loan Settings Grant access to the Loan Settings rules applied tool. This tool lets the user view and force run rules that will change loan settings.
Loan Checklist Grant access to the Checklist rules applied tool. This tool lets the user view and force run rules that are usually triggered when checklist items are checked or unchecked.
Due Date Rules Applied Grant access to the Change Due Date rules applied tool. This tool lets the user view and force run rules that will change payment due dates on the loan.
Customer Tools Grant access to the Customer Tools rules applied tool. This tool lets the user view and force run rules that will utilize customer tools like OFAC check, address lookup, and credit pull.
Credits Grant access to the Credits rules applied tool. This tool lets the user view and force run rules that will add credit transactions to the loan. These transactions may forgive part of the loan balance, or designate it as uncollectible.
APD Reset Grant access to the Amount Past Due Reset rules applied tool. This tool lets the user view and force run rules that will reset the amount past due to $0 on the loan.
Account Tools Grant access to the Account Tools rules applied tool. This tool lets the user view and force run rules that will activate, deactivate, archive, or delete an account.
Reports Grant access to the Reports section inside a loan.
Delinquency Grant access to the loan Delinquency report.
Calculated Grant access to Calculated reports.
Delinquency Buckets Grant access to be able to export data from the Delinquency Buckets report.
Accrued Interest - Data Options Grant access to be able to export data from the Accrued Interest report.
Reverse Calculated Archive - Data Options Grant access to be able to export data from the Reverse Calculated Archive report.
Delinquency History Table - Data Options Grant access to export data from the Delinquency History Table report.
Delinquency History Table Grant access to the Delinquency History Table report.
Past Due Table Grant access to the Past Due Table report.
Reverse Calculated Archive Grant access to the Reverse Calculated Archive.
Accrued Interest Grant access to the Accrued Interest report.
Historical Archive Grant access to the Historical Archive report.
Historical Archive Data Options Grant access to export data from the Historical Archive report.
Flag(s) History Data Options Grant access to export data from the Flag(s) History report.
Restriction Group History Data Options Grant access to export data from the Restriction Group History report.
Restriction Group History Report Grant access to the Restriction Group History report.
Flag(s) History Report Grant Access to the Flag(s) History report.
Historical Archive Report Grant access to the Historical Archive report.
Admin Stats Grant access to the Admin Stats report inside a loan.
Standard Stats Data Options Grant access to export the Standard Stats.
Closed Stats Data Options Grant access to export the Closed Stats.
Collection Stats Data Options Grant access to export the Collection Stats.
Collection Stats Report Grant access to the Collection Stats version of the Admin Stats report inside a loan.
Closed Stats Report Grant access to the Closed Stats version of the Admin Stats report inside a loan.
Standard Stats Report Grant access to the Standard Stats version of the Admin Stats report inside a loan.
Transactions Grant access to the Transactions report inside a loan.
Data Options Grant access to export the transactions report.
Suspend Forecast Payments Grant access to suspend forecast payments for a future-calculated payoff on a loan. Suspending the payments will calculate the payoff as though those payments will not be made.
Setup Grant access to the Setup tab inside a loan.
Force Grant access to the force tool. This tool lets the user create a custom payment schedule.
Roll APR Grant access to the Roll APR tool.
Processes Grant access to the loan renewal tool.
Smooth Grant access to the smooth tool. This tool allows the user to calculate a payment schedule with uniform payment amounts.
Reg Z Grant access to allow the manual entry of Truth-In-Lending Act disclosure numbers.
Roll Schedule Grant access to the Roll Schedule tool inside the loan setup.
Roll Payment Grant access to the Roll Payment tool.
Round Grant access to automatically calculate and apply a round amount to a loan’s final scheduled payment so the amount will match the other scheduled loan payments.
Fund Grant access to fund a loan.
Activate Grant access to activate a loan.
InActivate Grant access to inactivate a loan.
Setup Tools Grant access to the Setup Tools area of a loan.
Funding Add Button Grant access to the ADD button inside the Funding setup tool.
Custom Fields Save Button Grant access to the SAVE button inside the Custom Fields tool.
Suspend Payments Button Grant access to the SAVE button inside the Suspend Payments tool.
Modification Modify Loan Button Grant access to the MODIFY LOAN button inside Modification tool.
Late Fees Edit Button Grant access to edit the late fee configuration.
Curtailment Dates Save Button Grant access to the save curtailment dates on a loan.
Curtailment dates Grant access to add curtailment dates or apply curtailment templates on a loan.
Roll schedule Grant access to the Roll Schedule setup tool.
Late Fees Grant access to the Late Fee configuration Setup Tool inside a loan.
Past Due Adjustments Grant access to the past due adjustments area. This area lets the user change the amount and days past due on the loan.
Edit Days Past Due Adjustment Grant access to edit existing days past due adjustments on a loan.
Edit Amount Past Due Adjustment Grant access to edit existing amount past due adjustments on a loan.
Adjustments Grant access to the Adjustments section of the Past Due Adjustments Setup Tool.
Days Past Due Grant access to the Days Past Due section of the Past Due Adjustments Setup Tool.
Amount Past Due Grant access to the Amount Past Due section of the Past Due Adjustments Setup Tool.
Remove Days Past Due Adjustment Grant access to remove an days past due adjustment.
Add Days Past Due Adjustment Grant access to the ADD button for Days Past Due Adjustments.
Remove Amount Past Due Adjustment Grant access to remove an amount past due adjustment.
Add Amount Past Due Adjustment Grant access to the ADD button for Amount Past Due Adjustments.
Modification Grant access to the Modification tool. This tool lets the user modify all the loan terms.
Suspend Payments Grant access to the Suspend Payments tool. This tool lets the user suspend forecast payments and is usually used to calculate a future payoff that assumes no payments will be made until the payoff date.
Custom Fields Grant access to the Custom Fields setup tool. This tool lets the user change the values of setup custom fields on the loan.
Live / Archive Grant access to the Live/Archive setup tool. This tool lets the user archive or delete a loan.
Delete Loan Account Grant access to the delete function inside the Live/Archive setup tool.
Archive / Resurrect Grant access to the Archive/Resurrect function inside the Live/Archive setup tool.
Additional Information Grant access to the Additional Information setup tool. This tool lets the user change the values of the additional information fields on the loan.
Save Grant access to the SAVE button inside the Additional Information setup tool.
Suspend/Resume Interest Grant access to the Suspend/Resume Interest setup tool. This tool lets the user specify when interest should and should not accrue on the loan.
Delete Grant access to delete a start/stop interest accrual transaction.
Edit Grant access to edit a start/stop interest accrual transaction.
Add Grant access to add a start/stop interest accrual transaction.
Transactions Grant access to the Transactions section of the Suspend/Resume Interest setup tool. This section lets the user add or remove time periods when interest does or does not accrue.
Change Due Date Grant access to the Change Due Date setup tool. This tool lets the user change payment due dates on the loan.
Change Due Date Grant access to the Change Due Date section of the Change Due Date setup tool. This section lets the user make changes to loan payment due dates.
Clear All Grant access to the ability to remove all change due dates on the loan.
Remove Changed Due Dates Grant access to remove a change due date from the loan.
Add Grant access to add a change due date on the loan.
Funding Grant access to the Funding setup tool. This tool lets the user fund a loan, including sending funds to the borrower or source company.
Advancements / Credits Grant access to the Advancements/Credits setup tool. This tool lets the user add and remove credits and advancements from the loan.
Fund Grant access to fund an advancement, including sending money to the borrower or source company.
Remove Credit Grant access to remove a credit from the loan.
Edit Credit Grant access to edit a credit on the loan.
Add Credit Grant access to the ADD credit button.
Remove Advancement Grant access to remove an advancement.
Edit Advancement Grant access to edit an advancement.
Add Advancement Grant access to the ADD advancement button.
Initial Setup Grant access to the Initial Setup area. This area lets the user enter the numbers and settings that determine loan payment, interest rate, schedule, etc.
Collateral Grant access to the Collateral area. This area lets the user enter and update collateral and insurance information.
Insurance Grant access to the Insurance section. This section allows the user to enter and edit insurance information.
Edit Grant access to the edit button inside the Insurance section.
Collateral Grant access to the Collateral section of the the Collateral area. This section allows the user to add and edit collateral information.
Edit Collateral Image Grant access to edit the collateral image in the Collateral section.
Edit Grant access to the edit button inside the Collateral section.
Servicing Grant access to the Servicing area inside a loan. This area includes loan servicing features like adding payments and charges to loans, recording notes, generating forms, etc.
Bankruptcy Grant access to the Bankruptcy section inside a loan. This section lets the user view and manage bankruptcies.
Add Grant access to the add button inside of the Bankruptcy section. This allows users to add new bankruptcies to accounts.
Edit Grant access to the edit button inside of the Bankruptcy section. This allows a user to edit existing inactive bankruptcies on accounts.
Delete Grant access to the delete button inside of the Bankruptcy section. This allows a user to delete an existing bankruptcies on accounts.
Edit Active Grant access to the edit active button inside of the Bankruptcy section. This allows a user to edit active bankruptcies on accounts.
Inactivate Grant access to the inactivate button inside of the Bankruptcy section. This allows a user to inactivate bankruptcies on accounts.
Activate Grant access to the activate button inside of the Bankruptcy section. This allows a user to activate bankruptcies on accounts.
Net Charge Off Grant access to the Net Charge Off section inside a loan. This section lets the user charge off part or all of the loan balance and log recovery payments.
Flag Charge ff Transactions - Grant access to flag payments and credits as chargeoffs inside the Adjustments area.
Chargeoff History Grant access to the History area. This area allows users to view and log recovery payments.
Adjustments Grant access to the Adjustments area. This area allows the user to flag payments and credits as charge-off transactions.
Reverse Grant access to reverse recovery payments inside the History area.
Edit Grant access to edit recovery payments inside the History area.
Log Recovery Payment Grant access to the Log Recovery Payment button inside the History area.
Promises Grant access to the promises section. This section allows the user to add and edit loan promises.
Mark Promise Fulfilled Grant access to the ability to mark a promises as fulfilled.
Delete Grant access to delete a promise.
Edit Grant access to edit a promise.
Data Options Grant access to export promise data.
Add Grant access to the ADD button. This allows the user to add a new promise.
Custom Forms Grant access to the Custom Forms section. This section allows the user to generate and print template forms, and send them to DocuSign if available.
Electronic Signature Grant access to send a generated template form to an integrated, electronic signature platform.
Google Cloud Print Grant access to print a generated template form through Google Cloud Print.
Generate PDF Grant access to generate and download a PDF version of a template form.
Data Options Grant access to generate and download multiple template forms as either a PDF or ZIP file.
Documents Grant access to the Documents section. This section lets the user upload and download forms to a loan account.
Inactivate Grant access to inactivate documents.
Activate Grant access to activate inactivated documents.
Edit Grant access to edit an uploaded document. This option lets the user update the name and category of the document ONLY.
Download Grant access to download a document.
Visible Grant access to set a document as visible to the borrower on the borrower website.
Add Grant access to upload new forms.
Checklist Grant access to the Checklist section. This section lets the user update the checklist on a loan.
Checklist Edit Grant access to edit the checklist inside a loan.
Notes Grant access to the Notes section. This section lets the user view and add notes to the loan, and view and update loan alerts.
Actions and Results Grant access to the Actions and Results section. This area lets the user view and manage Actions and Results.
Add Grant access to add new actions and results.
Edit Grant access to edit actions and results.
Delete Grant access to delete actions and results.
Export Grant access to export actions and results.

Loan Alert Grant access to the Loan Alert area of the Notes/Alerts section. This area lets the user view and update the loan alert and view the alert history.
Export Grant access to export loan alerts.
System Notes Grant access to the System Notes area. This area lets the user view notes created when changes are made in LoanPro.
Export Grant access to export system notes.
Notes Grant access to the Notes area. This area lets the user add, edit, and delete loan notes.
Export Grant access to export loan notes.
Delete Grant access to delete a note.
Edit Grant access to edit a note.
Quick Note Grant access to create a Quick Note.
Add Note Grant access to add a new note.
Charges Grant access to the Charges section. This section lets the user log charges on the loan.
Fees Paid By Grant access to update the Fees Paid By setting. This setting determines whether fees will come due on the first day of the payment period in which they fall, or on the actual fee date.
Reverse Grant access to reverse an existing charge.
Edit Grant access to edit an existing charge.
Add Grant access to add a new charge.
Data Options Grant access to generate an excel data dump of the charges.
Recurring Charges Grant access to recurring charges tab.
Edit Grant access to edit recurring charges.
Force Grant access to force recurring charges.
Active Grant access to activate/inactivate recurring charges.
AutoPay Grant access to the AutoPay section. This section lets the user manage the AutoPays.
Revert status and set it as Pending Grant access to the Charges section. This section lets the user log charges on the loan.
Process Grant access to the Process button. This button lets the user process an existing autopay.
Edit Grant access to the Edit button. This button lets the user edit an existing autopay.
Cancel AutoPay Grant access to the Cancel button. This button lets the user cancel an existing autopay.
Schedule New AutoPay Grant access to the Schedule New AutoPay button. This button lets the user schedule a new autopay.
Suspend AutoPay Processing Grant access to the Suspend AutoPay Processing button. This button lets the user suspend or resume AutoPay processing.
Payments Grant access to the Payments section. This section lets the user log payments on the loan.
Google Cloud Print Grant access to the Google Cloud Print button. This button lets the user Google Cloud Print the payment receipt.
Receipt Grant access to the Receipt button. This button lets the user Preview a PDF version of the payment receipt.
Create New Order Grant access to the Create New Order button. This button lets the agent create a new order for PayNearMe.
Reverse Grant access to the Reverse button. This button lets the user reverse an existing payment.
Edit Grant access to the Edit button. This button lets the user edit an existing payment.
Log Payment Grant access to the Log Payment button. This button lets the user log a payment or a recovery payment.
Data Options Grant access to the Data Options button. This button lets the user export the payment data to excel.
Settings Grant access to the Loan Settings. This area includes loan settings features like managing loan status, portfolio, and custom fields.
Account Linking Grant access to the Account Linking section. This section lets the agent view and manage links between loans.
Unlink Grant access to the Unlink button. This button lets the agent unlink loans.
Save Grant access to the Save button. This button lets the agent save a new link.
Edit Grant access to the Edit button. This button lets the agent edit an existing link.
Add Grant access to the Add button. This button lets the agent add a new link.
Escrow Grant access to the Escrow Section. This section includes loan servicing features like escrow summary, adjustments, and settings.
Delete Disbursements Grant access to the Delete button. This button lets the agent delete existing disbursements.
Edit Disbursements Grant access to the Edit button. This button lets the agent edit existing disbursements.
Add Disbursements Grant access to the Add button. This button lets the agent add new disbursements.
Edit Settings Grant access to the Edit button in the settings section. This button lets the agent edit the escrow settings.
Edit Adjustment Grant access to the Edit button. This button lets the agent edit existing adjustments.
Delete Adjustment Grant access to the Delete button. This button lets the agent delete existing adjustments.
Add Adjustment Grant access to the Add button. This button lets the agent add new adjustments.
Delete Transaction Grant access to the Delete button. This button lets the agent delete existing transactions.
Delete Transaction Grant access to the Delete button. This button lets the agent delete existing transactions.
Add Transaction Grant access to the Add button. This button lets the agent add a new transaction.
Settings Grant access to the Loan Settings section. This section lets the agent view and update the loan settings of the loan.
View Grant access to view settings. This setting allows the agent to view the loan settings.
View & Edit Grant access to view and edit settings. This setting allows the agent to view and edit the loan settings.
Customer Grant access to the Customer area inside a loan. This area includes customer servicing features like adding, linking, and editing.
Add Link Grant access to the Link Existing Customer button. This button lets the agent link an existing customer to the loan.
Set/Unset Secondary Grant access to the Set as Secondary button. This button lets the agent mark a customer as the secondary borrower on a loan.
Set/Unset Primary Customer Grant access to the Set as Primary button. This button lets the agent mark a customer as the primary borrower on a loan.
Communication History Grant access to the Communication History section. This section lets the agent view the history of SMS, Email, TCN, and Mail House communications.
Delete (icon) Grant access to the Remove button. This button lets the agent remove a customer from the loan.
Add Customer Grant access to the Add New Customer button. This button lets the agent add a new customer that has not been previously created to the loan.
Links Grant access to the Links and Access section. This section lets the agent view all loans that the customer is linked to as well as control the communication access for the customer. (Email, Web, SMS)
Tools Grant access to the Tools section. This section lets the agent verify the address, pull OFAC, and manage Credit Score for the customer.
Documents Grant access to the Documents section. This section lets the agent add and manage customer documents.
Notes Grant access to the Notes section. This section lets the agent add and manage customer notes.
References Grant access to the References section. This section lets the agent add and manage references for the customer.
Payment Profiles Grant access to the Payment Profiles section. This section lets the agent add and manage the payment profiles that are on file for the customer.
Employer Grant access to the Employer section. This section lets the agent manage the customer's employer information.
Contact and Personal Information Grant access to the Contact & Personal Information section. This section lets the agent view and manage personal information for the customer.
Account Summary Grant access to the Summary section of the loan. This section lets the agent view the summary of the loan.

Users

Agent Users Grant access to the Agent Users area. This area lets the user view, create, and edit agent users.
Authentication Grant access to the Authentication section for agent users. This section lets the user set up two-factor authentication.
Multi Factor Authentication Grant access to set up new multi-factor authentication for the user.
Add Multi-Factor Grant access to add multi-factor authentication for the agent user.
Reset Multi-Factor Grant access to reset multi-factor authentication for the agent user. This is sometimes necessary if the connection to the multi-factor application is lost.
Email Enrollment Grant access to the Email Enrollment area. This area lets the user enroll an agent user to receive automated email communications.
Messaging Grant access to the Internal Notifications area. This area lets users choose to enroll agents to receive messages inside the system based on loan events and triggers.
Triggers Grant access to enroll agents for loan-trigger-based notifications.
Events Grant access to enroll agents for event-based notifications.
Agent User Account Grant access to the Profile & Access area. This area lets the user view and edit the agent user information.
Customers Grant access to add, edit, or delete customer users.
Communication History Grant access to the Communication History area. This area shows SMS, Email, Phone Campaign, and Mail-House history for a customer.
Data Options Grant access to export customer data.
Add Grant access to add a new customer.
Loan Links Grant access to the loan links section of a customer. This section lets the user enroll the customer for access to the customer website and email and sms messages.
Add Link Grant access to add a link between the customer and a loan.
SMS Access Grant access to enroll customers for SMS messages.
Web Access Grant access to enroll customers for access to the borrower website.
Email Access Grant access to enroll customers for email messages sent through LoanPro.
Tools Grant access to the Customer Tools section. This section lets the user pull customer credit, check OFAC compliance, and verify the customer address.
CCPA/PIPEDA Grant access to the CCPA/PIPEDA tool options.
Pull Credit Score Grant access to pull customer credit.
Edit Credit Score Grant access to manually edit customer credit score.
OFAC Compliance Test Grant access to test borrower information against the OFAC list of specially designated nationals.
Address Verification Grant access to verify customer addresses against the USPS database.
Documents Grant access to the Documents section. This section lets the user upload and download customer documents.
Inactivate Grant access to inactivate an active document.
Activate Grant access to activate a inactive customer document.
Edit Grant access to edit a document name and assigned section.
Download Grant access to download a customer document.
Add Grant access to upload a new customer document.
Employer Grant access to the employer section. Here the user can add or edit customer employer information.
References Grant access to the references section. Here the user can add, edit, and remove customer references.
Remove Grant access to remove references.
Edit Grant access to edit reference information.
Add Grant access to add a new reference.
Notes Grant access to the notes section. This section lets the user add, edit, or delete customer notes.
History Data Options Grant access to export customer system note information. System notes keep track of actions taken in the software or messages sent automatically.
Edit Grant access to edit a customer note.
Delete Grant access to delete customer notes.
Add Grant access to add a new customer note.
Data Options Grant access to export customer notes.
History Grant access to the History section of customer notes. The History section shows notes recorded by the system when changes are made to the customer in the software.
Notes Grant access to the Notes section of Customer Notes. This section gives access to view, edit, update, or delete notes that were logged by agent users.
Payment Profiles Grant access to the Payment Profiles section. Here the user can add, edit, or inactivate payment profiles that are linked to the customer.
Set Secondary Grant access to designate a payment profile as the secondary profile on an account.
Set Primary Grant access to designate a payment profile as the primary payment profile on an account.
Active/Inactive Grant access to toggle the status of a payment profile between active and inactive.
Remove Grant access to remove a payment profile.
Edit Grant access to edit a payment profile.
Validate Grant access to validate a payment profile.
Add Grant access to add a new payment profile.
Contact and Personal Information Grant access to the Contact & Personal Information section of a customer. This section lets the user edit custom information and use customer tools like address verify and credit pulling.
Do Not Call Disabled Grant access to disable the do-not-call flag for a customer phone number.
Do Not Call Enabled Grant access to enable the do-not-call flag for a customer.
Verify SMS Grant access to verify a customer’s phone number to receive SMS messages.
Carrier Lookup Grant access to lookup the carrier of a customer’s phone number.
OFAC Test Grant access to test customer information against the OFAC list of specially designated nationals.
Verify Addresses Grant access to verify customer addresses against the USPS database.
Edit Grant access to edit customer contact information.

My Account

Contract & Pricing Grant access to the Contract & Pricing area. This area lets the user view the contract between LoanPro and the client, and view the pricing information.
Subscription Grant access to view subscription information and cancel subscription.
Cancel Subscription Grant access to cancel LoanPro subscription.
Pricing Table Grant access to the pricing and subscription information.
Signature History Grant access to the signature history. This is the history of all the users who have agreed to the end user license agreement.
Contract Grant access to view the contract between the client and LoanPro.
Tech Support Grant access to view the technical support contract and history.
Agreement Grant access to view the technical support contract.
History Grant access to view the history of technical support use.
Company Common Docs Grant access to the Company Common Docs section. This section lets the user view, upload, and download company common documents.
Billing & Statements Grant access to the Billing & Statements section. This section lets the user view the client’s billing history.
Usage Details Grant access to view the details for usage costs on the account.
Statements Grant access to billing statements.
Billable Account Details Grant access to a detailed explanation of how the number of billable accounts was calculated.
Transaction Details Grant access to the history of payments made by the client.
Summary Grant access to a summary of billing and statements.
Payment Method Grant access to add, edit, or inactivate the client’s payment method.
Company Profile Grant access to the company profile section. This section allows the user to update the company information and company settings.
Company Settings Grant access to update the company settings (e.g. timezone date display format).
Company Contact Information Grant access to update the company contact information.

Settings

Website Settings Grant access to update settings for the customer website.
Access Settings Grant access to change what customers can see and do on the customer website.
Loan Settings Grant access to change settings that determine which loan functionality customers will have access to on the customer website.
Site Management Grant access to the site management section. This section lets the user set a theme and colors for the website.
Themes Grant access to choose a theme and select website colors.
Page Configuration Grant access to the page configuration section. Here, content can be entered for each page of the website.
Loan Application Grant access to enable or disable loan applications on the customer website and select the display order of those applications.
Contact Us Grant access to enable or disable the Contact Us page.
Testimonials Grant access to enable or disable the Testimonials page.
FAQs Grant access to enable or disable the FAQs page.
Legal Grant access to enable or disable the Legal page.
Privacy Grant access to enable or disable the Privacy page.
Company Grant access to enable or disable the Company page.
Logo and Links Grant access to upload a logo and add or change social media links for the customer website.
Home Page Grant access to enable or disable the Home page.
Defaults Grant access to set company-level defaults.
New Transaction Grant access to set defaults for new payments and charges.
New Payment Grant access to set defaults for new payment transactions.
New Charge Grant access to set defaults for new charge transactions.
Tools Grant access to the Tools section. The Tools section lets the user set defaults for automatic payments (AutoPays).
Autopay Defaults Grant access to set defaults for automatic payments (AutoPays).
New Customer Grant access to set defaults for new customers.
Enrollment By Loan Status Grant access to select in which loan statuses customers should receive emails, be granted access to the customer website, and receive SMS messages.
Customer Defaults Grant access to set a default country, type, and status.
New Loan Grant access to set new loan defaults.
Agent User Specific Grant access to create groups of defaults that can be assigned to agent users.
Loan Type Specific Grant access to set defaults based on loan type and category.
System Grant access to set default loan type and category.
Customer Settings Grant access to set company-wide customer settings.
Brackets Grant access to create new customer search brackets.
Credit Score Grant access to create credit score brackets.
Age Grant access to create age brackets.
Labeling Grant access to change customer labels.
Customer Status Grant access to add, edit, or remove customer status options.
Document Sections Grant access to add, edit, or remove customer document sections.
Note Categories Grant access to add, edit, or remove customer note categories.
Custom Fields Grant access to the custom fields section. This section allows the user to manage customer custom fields. Custom fields let the user track information that is not tracked natively by LoanPro.
Custom Fields Grant access to add, edit, or remove custom fields.
Company Settings Grant access to edit company settings. These settings include the ability to change user access, enter third-party credentials, and create search brackets.
User Authentication Grant access to the User Authentication area. This area lets the user enroll agent users for two-factor authentication. This means they will login with a username and password, but will need an additional code that can be sent via text or through an app.
Multi-Factor Grant the user access to change the enrollment for agent users in two-factor authentication.
Mail House Grant access to the mail-house area. This area lets the user edit the mailing addresses for mailers and create edit and delete mailer templates.
Templates Grant access to add, update, and delete mailer templates.
Address Blocks Grant access to edit the default “to” and “from” addresses for mailers.
Global System Notes Grant access to view global system notes. These are notes recorded when changes are made in the system.
Access Grant access to the Access area. This area lets the user change access settings for the software.
Wizard Groups Grant access to create, edit, and delete Wizard Groups.
Views Grant access to create, edit, and delete loan summary views.
Shortcuts Grant access to create, edit, and delete loan functionality shortcuts.
Search Restrictions Grant access to create, edit, and delete search restriction groups. These groups determine filters that will always be applied to the loan search for certain users.
Restriction Groups Grant access to restriction groups. These are groups that will restrict access to loan functions based on rules.
Roles Grant access to create, edit, and delete user roles. These roles define which features a user has access to.
Import Grant access to the import section. This section allows the user to import data into LoanPro.
Instructions & Samples Grant access to view import instructions and download import sample files.
Upload & History Grant access to import data and view data import history.
IP Restrictions Grant access to create and update IP restrictions. These restrictions let users only access LoanPro from approved IP addresses.
Rule Manager Grant access to create or edit rules.
Rule Manager Grant access to view and manage company rules.
Notifications Grant access to create, edit, automated notifications. These can be sent within the software or through SMS, email, or snail mail.
Trigger Evaluation Active Button Grant access to turn on or off the trigger evaluation system. This system evaluates triggers and sends notifications when certain actions are taken in the system instead of just once a day during the daily maintenance cycle.
Sounds Grant access to create, edit, and delete groups of sounds that can be heard when actions are performed inside LoanPro.
Trigger Based Notifications Grant access to create, edit, and delete trigger-based notifications.
Event Based Notifications Grant access to edit event-based notifications.
API Grant access to the API section. This section lets the user view information about how to connect to the LoanPro API.
API Links Grant access to API Links.
Developer Documentation Grant access to the LoanPro developer documentation.
Overview Grant access to the API overview. This includes the API token.
Brackets Grant access to create, edit, and delete search brackets. These brackets let the user search loans and reports based on values falling within a range.
Original Loan Amount Grant access to create, edit and delete loan-amount brackets.
Payoff Grant access to create, edit and delete payoff brackets.
Principal Balance Grant access to create, edit and delete principal-balance brackets.
Loan Recency Grant access to create, edit and delete loan-recency brackets. Loan recency refers to how recently a payment was made on a loan.
Human Activity Grant access to create, edit and delete human-activity brackets. Human activity refers to how recently an action was performed on a loan that required human input.
Days Past Due Grant access to create, edit and delete days-past-due brackets.
Amount Past Due Grant access to create, edit and delete amount-past-due brackets.
Aging Grant access to create, edit and delete aging brackets.
SMS Grant access to the SMS section. This section lets the user configure SMS templates and set do-not-disturb settings.
Templates Grant access to configure SMS templates.
DND SMS Settings Grant access to configure do-not-disturb settings.
Emails Grant access to the Emails section. This section lets the user add new company email addresses and set email, do-not-disturb settings.
Do Not Disturb Grant access to set do-not-disturb settings.
Email Addresses Grant access to add new company email addresses.
Plugins Grant access to the plugins section. This section lets the user enter credentials for third-party services that are integrated with LoanPro.
Connections Grant access to enter or edit Connections credentials and manage Connections settings and services.
Docusign Grant access to enter and edit DocuSign credentials.
SBT Grant access to enter and edit Solutions By Text (SBT) credentials.
TCN Grant access to enter or edit TCN credentials.
GPS Links Grant access to add links to GPS company websites.
Merchant Services Grant access to the merchant services area. This area lets the user enter credentials for integrated third-party payment solutions.
Merchant Processor Groups Grant access to the Merchant Processor Groups area. This area lets users create groups of processors that can be assigned to loans. These groups designate the processor that should be used when payments are processed on the loan. This helps funds get directed to the correct bank accounts.
Change Password Button Grant access to change the PCI Wallet account password.
PCI Wallet Grant access to enter and edit credentials for PCI Wallet. This area also lets the user edit PCI Wallet settings.
NACHA Returns Grant access to change actions that LoanPro should take when NACHA returns occur.
PayNearMe Grant access to enter PayNearMe credentials.
VersaPay Grant access to enter VersaPay credentials.
eCheck Grant access to enter credentials for a LoanPro-integrated ACH payment processor.
Authorize.NET Grant access to enter Authorize.net credentials.
Loan Settings Grant access to the Loan Settings area. This area lets the user set settings for loans, escrow, rules application, etc.
Process Wizard Grant access to the Process Wizard section. This section lets the user configure process wizards that may be used to guide users through specific processes inside of a loan.
Rules Applied Grant access to the Rules Applied section. This section lets the user designate actions that LoanPro will take based on rules the user writes.
Bankruptcy Active Button
Grant access to inactivate bankruptcy rules applied.
Bankruptcy Grant access to view and change bankruptcy rules applied.
Account Tools Active Button Grant access to inactivate setup tools rules applied.
Account Tools Grant access to view and change account tools rules applied.
Customer Tools Active Button Grant access to inactivate customer tools rules applied.
Customer Tools Grant access to view and change customer tools rules applied.
Stop Interest Date Active Button Grant access to turn on or off stop-interest rules application.
Stop Interest Date Grant access to the Stop Interest area. This area lets the user enter rules that, when true for a loan, will stop the accrual of interest for that loan.
Order Manager Grant access to edit the evaluation order of rules application.
Due Date Rules Applied Grant access to the Due Date area. This area lets the user enter rules that, when true for a loan, will change payment due dates.
Due Date Rules Applied Active Button Grant access to turn on or off due-date rules application.
Loan Checklist Grant access to the Checklist area. This area lets the user enter rules that, when true for a loan, will check or uncheck loan checklist items.
Loan Checklist Active Button Grant access to turn on or off checklist rules application.
Loan Settings Active Button Grant access to turn on or off loan-settings rules application.
Charge Off Active Button Grant access to turn on or off charge-off rules application.
APD Reset Active Button Grant access to turn on or off amount-past-due rules application.
APD Reset Grant access to the APD Reset area. This area lets the user enter rules that, when true for a loan, will reset the amount past due.
Credits Grant access to the Credits area. This area lets the user enter rules that, when true for a loan, will charge off a portion of the loan.
Loan Settings Grant access to the Loan Settings area. This area lets the user enter rules that, when true for a loan, will update loan settings.
Escrow Grant access to the escrow area. This area lets the user create, edit, or delete vendors, escrow transaction categories, and escrow accounts.
Vendors Grant access to the Vendors section. This section lets the user add, edit, or delete vendors. Vendors are companies or individuals to which funds from escrow accounts may be remitted.
Escrow Transaction Categories Grant access to create, edit, or delete escrow categories.
Escrow Subsets Grant access to create, edit, or delete escrow accounts.
Setup New Loan Grant access to the Setup New Loan area. This section lets the user set settings that will reply when new loans are created.
Application Grant access to create, edit, and delete loan applications.
Curtailment date template Grant access to create, edit, and delete curtailment date templates. Curtailments are payments on a flooring loan.
Custom Boarding Process Grant access to create, edit, or delete custom loan boarding processes.
Pre-Configured Grant access to create preconfigured loans.
Schedule Roll Templates Grant access to create, edit, and delete schedule roll templates. These templates modify a calculated payment schedule.
Interest Tiers Grant access to create, edit, and delete interest tiers. Interest tiers will set the interest rate for a loan, based on the entered loan amount.
Activation Requirements Grant access to change activation requirements. Activation requirements are requirements that must be met on a loan before it can be activated.
Charges Grant access to the charges area. This area lets the user create new contingency fees and late fees. It also allows for configuring late fees and change-due-date fees.
Contingency Fees Grant access to add, edit, and delete contingency fees. Contingency fees get added when certain conditions are met on the loan.
Recurring Fees Grant access to add, edit, and delete recurring fees.
Due Date Fees Grant access to configure change-due-date fees. These are fees that can be assessed when a payment due date is changed on a loan.
Late Fee Grant access to change late fee configuration. This is the default configuration for newly-created loans.
Custom Types Grant access to add, edit, and delete custom fee types.
Payments Grant access to edit payment settings including payment custom fields, payment receipt, payment methods, etc.
Custom Fields Grant access to add, edit, and delete payment custom fields.
Authorization Grant access to edit the payment authorization text for the company.
Receipt Grant access to edit the payment receipt.
Custom Types Grant access to add, edit, and delete custom payment types.
Custom Methods Grant access to add, edit, or delete custom payment methods.
Alerts Grant access to the Alerts section. This section lets the user update usury alerts, flags, and stoplights.
Account Note Alerts Grant access to Account Note Alerts.
Flags Evaluation Active Button Grant access to turn on or off the rules evaluation for flags.
Usury Grant access to add, edit, and update and delete usury alerts. These alerts are shown when API is higher than specified in the alert.
Flags Grant access to configure flags. Flags indicate the condition of a loan based on rules the user writes.
Stoplight Grant access to configure stoplights. Stoplights show the condition of a loan based on rules the user writes.
Checklist Grant access to add, edit, or delete loan checklists of checklist items.
Portfolios Grant access to manage portfolios. Portfolios are a way to group loans.
Categories Grant access to add, edit, or delete portfolio categories.
Portfolios Grant access to add, edit, or delete portfolios.
Source Companies Grant access to manage source companies. Source companies track where a loan came from.
Custom Fields Grant access to create source-company custom fields.
Companies Grant access to add, edit, or delete source companies.
Custom Forms Grant access to the Custom Forms area. This area lets the user create template forms.
Forms Grant access to create, edit, and delete template forms.
Sections Grant access to create, edit, and delete form sections.
Labeling Grant access to the labeling area. This area lets the user create or change labeling for specific loan items.
Wizard Categories Grant access to add, edit, or delete wizard categories.
Action & Results Grant access to add, edit, or delete actions and results.
Quick Notes Library Grant access to add, edit, or delete notes to the quick-notes library.
Cash Drawer Tx Categories Grant access to add, edit, or delete cash-drawer, transaction categories.
Collateral Fields Grant access to edit collateral fields. These are the fields used to identify collateral.
Credit Categories Grant access to add, update, or delete credit categories.
Advancement Categories Grant access to add, update, or delete advancement categories.
Loan Status Grant access to add, update, or delete loan statuses. These statuses are used to show where a loan is in the loan lifecycle.
Note Categories Grant access to add, update, or delete loan note categories.
Document Sections Grant access to add, update, or delete document sections.
Custom Numbering Grant access to configure custom numbering. This lets the user define how LoanPro will assign IDs to newly-created loans.
Custom Fields Grant access to manage custom fields. Custom fields are used to track information that is not natively tracked by LoanPro.
Associated Company Directory Grant access to associated company directory.
Computation Fields Grant access to add, edit, or delete computation fields. Computation fields calculate and display values that are based on other loan values.
Custom Fields Grant access to add, edit, or delete custom fields.

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