Contact & Personal Information

Introduction

This article explains the customer manager tab inside a specific loan. This is where the customer's personal information is stored. You can find the customer manager inside a loan by navigating to Customer > Customer Name.

Contact and Personal Information

This section shows a summary of the customer’s information. It is broken into four tabs which include summary, contact information, additional information, and history.

Summary

There are several sections to the summary including:

Field

Description

Image Upload

The image upload lets you add an image of your customer. If you haven’t uploaded an image, you should see the default image here. To upload an image, simply drag an image from your computer over the default image and drop it there. You also have the option to mouse over the image, which will reveal some new buttons.

Customer Type

The customer type: individual, flooring, or company.

ID

The customer ID

Import ID

This is the import ID

Status

Whether the customer is Active or Inactive. Statuses are customizable.

Name

The name of the customer

SSN

The identification number of the customer.  If the customer type is company or flooring you have the option to use EIN, otherwise this will be either SSN or SIN depending on whether the customer is from the U.S. or Canada.

Driver's License Number

The customer's drivers license number.

Date Of Birth

The customer's date of birth.

Gender

The customer's gender.

Email

The customer's email address.

Credit score

The credit score section shows the customer’s credit score from each of the major credit bureaus, including an average of all the scores. You can enter these scores manually inside the section of the customer file. If you have an account with Credco, you can click 'Pull credit scores' to pull the customer's credit . Doing this will populate the scores automatically.

Primary Phone

The customer's primary phone number. The icon next to the Primary Phone allows you to set the phone number as "Do Not Call" or as "Calls Allowed". You can verify a phone number by clicking the 'checkbox' listed next to it. The colored key icon means that this phone number is the customers primary phone number. The grey key icon means that it's the customers secondary phone number.

Username

The username the customer can use to log in to the customer-facing website.

Primary Address

This is the customer’s primary address.

Address verification is available for addresses inside the United States. To verify addresses, LoanPro uses an integration with the United States Postal Service (USPS). To verify the customer's address, click the red 'x' to the right of the customer's primary address. If the address is not verified, you will get a response of 'Error: Address Not Found'.

Customer Tools

The customer tools tab allows you to verify addresses, run a OFAC compliance test, pull credit scores, and provide reports.

OFAC Compliance Test

The OFAC compliance test will evaluate, based on the customer's information, whether they are on the list of specially designated nationals. To run this test, click 'Pull OFAC Report Now'.

Address Verification

This is where you can verify and validate the customer's addresses.

LoanPro uses an integration with Open Street Map to show you a map of the customer’s primary address and mailing address. Click the 'Open In Google Maps' link under the map to open the address up in Google Maps and get directions to the address.

Contact and Personal Information Tabs

Custom Fields

You can create custom fields in the 'Additional Information' tab to hold customer information. The data from these fields is displayed in this section.

System Notes

When you make changes to a customer file, the changes are recorded by LoanPro. Information about changes to this section can be found in the 'History' tab.

Editing Contact & Personal Information

Click 'Edit' in the top right corner. You will be shown the available fields to edit the customer's personal information.

The edit area for this information is divided into five sections: General Information, Contact Information, Mailing Information, Web Access Information, and Additional Information.

General Information

This section has fields where you can specify the following:

Field

Description

Customer Type

The customer type: individual, flooring, or company.

Company Name

The name of the company. This option is only available for company and flooring customers.

ID Number Type

Choose whether to use the SSN or EIN. This option is only available for company and flooring customers.

Import ID

The import ID assigned to the customer. Import ID is assigned by you so you can know an ID for the customer during the process.

Contact Name

The name of the contact at the company. This option is only available for company and flooring customers.

Social Security Number/Social Insurance Number/Employer Identification Number

The identification number of the customer.  If the customer type is company or flooring you have the option to use EIN, otherwise this will be either SSN or SIN depending on whether the customer is from the U.S. or Canada.

Status

The status of the customer.

Driver License Number

The customer’s driver license number.

Phone Number

Phone Number – The customer’s phone number.  You can add as many phone numbers for a customer as you want.  The phone number consists of a drop-down and a field.  Select the type of phone number you are entering from the drop-down menu (e.g. “Cell”). Click the plus icon to add another phone number. To have LoanPro lookup what carrier the phone number belongs to, click the question mark.

Contact Information

The contact information section is where you enter the primary address and email address for the customer. You can also use LoanPro’s social profiles integration.

The following options are available in this section:

Fields

Description

Address

The customer’s primary street address. Check the Verify this address box if you want this address to be verified through USPS when the customer information is saved.

ZIP Code/Postal Code

The ZIP code/Postal code of the customer’s primary address.  The city and state will automatically be decoded from the ZIP code. ZIP code decoding is controlled by your Connections Account .

City

The city where the customer’s primary address is located.

State/Province

The State or Province where the customer’s primary address is located.

Country

The country in which the customer’s primary address is located.

If you want the mailing address to be the same as the primary address, select Use primary address as Mailing Address .

If you want LoanPro to pull data from your customer’s social media profiles, click 'Link a Social Profile'.

The field will populate with the customer’s email address. If you want to use a different email address you can enter that instead. Click the search icon to locate online profiles associated with the email address.

Check the box next to any of the profiles and then click 'Link Selected Profiles' to add the profiles to the customer file.

Mailing Information

The mailing information section is where you can enter the customer’s mailing address.

The options here are the same as they are for the primary address. You can select 'Use primary address as mailing address' to make the mailing address the same as the primary address.

Web Access Information

This section lets you enter a username and password that the customer can use to login to LMS.

The Username field will default to the customer’s contact email address. If no email address has been entered, the Username will default to the customer's first and last name entered as one word. Feel free to change that to anything you want. Enter a password for the customer in the Password field. The password requirements can be seen to the right of the field. Each requirement will become bold when that requirement is met.

Additional Information

This additional information tab allows you to include custom fields, marital status, and any other additional information you want included.

When you've entered in the information, click 'Save'.


How did we do?


Powered by HelpDocs (opens in a new tab)