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Website Loan Access Settings

Updated 1 week ago by Sloan

General

The loan access settings for the customer website give you control over what customers can see and do when they log in to the website.  You can update loan access settings by navigating to Settings > Website > Access Settings > Loan Access Settings.

 

Loan Summary

The loan summary area is divided into three sections: General, Payment Information, and Collateral.  You can control what the customer can view in each area using the toggle switches to the right of each item.  The options available are:

  • General
    • Allow Access to the Loan Summary Section – This option lets you turn on or off the entire Loan Summary tab.
  • Payment Information
    • Amount Due – The amount that is currently due on the loan.
    • Credit Available – The difference between the current principal balance on the loan and the credit limit (i.e. how much credit is still available).
    • Credit Limit – The credit limit on the loan.
    • Days Past Due – The number of days the account is past due.
    • Next Payment Amount – The amount of the next payment that will come due on the loan.
    • Next Payment Due – The date the next payment on the loan will come due.
    • Payoff – The payoff amount for the loan.
    • Principal Balance – The outstanding principal balance on the loan.
  • Collateral

Payments

The payments area of the loan access settings lets you control the types of payments and payment methods that can be accepted by the customer website.  This page is divided into four sections: General, Payment Options, Payment List, and Payment Restrictions.  The options available for payments are:

  • General
    • Allow Access to the Payments Section – This option lets you turn on or off the payments tab on the customer website.
  • Payment Options
    • View Current Amount Due – Choose whether the customer can see the current amount due.
    • View Next Payment Due – Choose whether the customer can see the next payment due date.
    • View Payoff Amount – Choose whether the customer can see the payoff amount.
    • View Principal Balance – Choose whether the customer can see the principal balance.
    • Credit/Debit Card Payments – Choose whether credit/debit payments are allowed on the customer website.
    • Bank Account Payments – Choose whether bank account payments are allowed on the customer website.
  • Payment List – Choose the data visible on the list of payments made on the customer’s account.
    • Amount – The payment amount.
    • Date – The payment date.
    • Payment Title – The payment title.
    • Payment Type – The payment Type.
    • View Receipt – Give the customer the option to view the payment receipt.
  • Payment Restrictions
    • Set Maximum Payment Amount (Credit/Debit Card) – Set the maximum allowed amount for credit/debit payments.  This is done by making a selection from the drop-down.  Options include: Amount Past Due, Payoff, Principal Balance, Scheduled Payment Amount, Fees Due, Interest Due, Interest + Fees Due, Fixed Amount.  If you choose Fixed Amount, you will be shown another field where that amount can be entered.  Once you enter it, it is automatically saved. 
    • Set Minimum Payment Amount (Credit/Debit Card) – Set the minimum allowed amount for credit/debit payments.  This is done by making a selection from the drop-down.  Options include: Amount Past Due, Scheduled Payment Amount, Fees Due, Interest Due, Interest + Fees Due, Fixed Amount.  If you choose Fixed Amount, you will be shown another field where that amount can be entered.  Once you enter it, it is automatically saved.
    • Set Maximum Payment Amount (Bank Account) – Set the maximum allowed amount for bank account payments.  This is done by making a selection from the drop-down.  Options include: Amount Past Due, Payoff, Principal Balance, Scheduled Payment Amount, Fees Due, Interest Due, Interest + Fees Due, Fixed Amount.  If you choose Fixed Amount, you will be shown another field where that amount can be entered.  Once you enter it, it is automatically saved. 
    • Set Minimum Payment Amount (Bank Account) – Set the minimum allowed amount for bank account payments.  This is done by making a selection from the drop-down.  Options include: Amount Past Due, Scheduled Payment Amount, Fees Due, Interest Due, Interest + Fees Due, Fixed Amount.  If you choose Fixed Amount, you will be shown another field where that amount can be entered.  Once you enter it, it is automatically saved.
    • Payment Type – Choose from the drop-down the payment type for payments made through the customer website.

Payment Profiles 

The payment profiles area is divided into two sections: General, and Payment Methods.  The options for payment profiles include:

  • General
    • Allow Access to the Payment Methods Section –  Choose whether the customer will have access to the payment profiles tab on the customer website.
  • Payment Profiles
    • Edit Payment Profiles – Choose whether the customer can edit existing payment profiles.
    • New Bank Account – Choose whether the customer can add a new checking account to their account.
    • New Credit/Debit Card – Choose whether the customer can add a new debit card to their account.
  • Autopay Methods
    • Cancel Autopay – Choose whether the customer can cancel an existing Autopay.
    • Edit Autopay – Choose whether the customer can edit existing Autopays.
    • Schedule New Autopay – Choose whether the customer can add new Autopays.

AutoPays

The AutoPays area is divided into two sections: General and Methods. The options for AutoPays include: 

  • General 
    • Allow Access to the AutoPays Section – Choose whether the customer will have access to the AutoPays tab on the customer website. 
  • Autopay Methods
    • Edit Autopay – Choose whether the customer can edit existing Autopays.
    • Schedule New Autopay – Choose whether the customer can add new Autopays.

Transactions

The transactions area is divided into two sections: General and History. The options for transactions include: 

  • General 
    • Allow Access to the Transactions Section – Choose whether the customer will have access to the transactions tab on the customer website. 
  • History
    • Show/Enable Actual History – Choose whether the customer can view the actual history. 
    • Show/Enable Forecast History – Choose whether the customer can view the forecast history.

Documents

The documents area lets you choose whether the customers will have access to the documents tab on the customer website.  You can also choose whether customers will have access to open/download and upload documents from this tab.

Insurance

The insurance area lets you choose to allow access to the insurance tab on the customer website and whether customers will have access to update their own insurance information.

General

The general area lets you choose whether to charge customers a  convenience fee for payments made through the customer website.

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