Create a New Shortcuts Set

General

LoanPro has tried to make it easier to perform common tasks inside your accounts by letting you create a group of shortcuts. These shortcuts appear as a set of icons in the header of each customer account.

Clicking any of these icons will perform a specific action.

How To Create a Shortcut Set

To create a shortcut set, navigate to Settings > Company > Access > Shortcuts inside your company account.

Click Add.

Enter a name for the shortcuts set into the Name field. Now use the toggle switches to decide which icons should appear in your shortcuts set. The available options are:

  • Log Payment – Clicking this icon will take you to the log payment page.
  • Log Charge – Clicking this icon will take you to the log charge page.
  • Quick Note – Clicking this icon will take you to the add note page.
  • Advancement/Credit – Clicking this icon will take you to the Advance/Credit loan setup tool.
  • Promise – Clicking this icon will take you to the promises tab.
  • Change Due Date – Clicking this icon will take you to the change due date loan setup tool.
  • Custom Forms – Clicking this icon will take you to the custom forms tab.
  • Loan Archive Report – Clicking this icon will take you to the loan archive report.
  • Transactions – Clicking this icon will take you to the transactions report.
  • AutoPay – Clicking this icon will take you to the AutoPay tab.
  • Post a Note – Clicking this icon will take you to the Post a Note page.
  • Settings – Clicking this icon will take you to the Loan Settings page
  • Collateral Information – Clicking this icon will take you to the Collateral Information page.
  • Insurance – Clicking this icon will take you to the Insurance page.
  • Servicing Tools – Clicking this icon will take you to the Servicing Tools page.
  • Checklist – Clicking this icon will take you to the Checklists page.
  • Documents – Clicking this icon will take you to the Documents page.
  • Delinquency Report – Clicking this icon will take you to the Delinquency Report page.
  • Actions and Results – Clicking this icon will take you to the Actions and Results page.

You can choose up to five options for your icon set. Once you have selected the shortcuts you want, click Save to save the set. You are done!

You can now assign the shortcuts set to any of your agent users.


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