Contact & Personal Information

General

This section shows a summary of the customer’s information. It is broken into four tabs:

  • Summary
  • Contact Information
  • Additional Information
  • History

Summary

There are several sections to the summary including:

  • Image Upload
  • Basic Customer Data
  • Credit Score
  • General Information

This article will cover each one of these sections.

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.

Click   to browse for and upload an image. Click  to view the full-size image.

Basic Customer Data

The basic customer data includes:

  • Customer Type – The customer type: individual, flooring, or company.
  • Primary Phone – The customer’s primary phone number.
    • Note: The icon next to the Primary Phone allows you to set the phone number as "Do Not Call" or as "Calls Allowed"
  • Status – The customer status. Statuses are customizable.
  • Email – The customer’s email. Click this link to send an email to the customer.
  • 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 a customer address, click to the right of the address.  If the address is not verified you will get a response of Error: Address Not Found.

In addition to verifying the address, you may choose to standardize the formatting of the address. To do so, click the validate icon to the right of the 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.

General Information

This section displays the following information:

  • Customer Type – The customer type: individual, flooring, or company.
  • ID – The ID assigned to the customer.
  • 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 import process.
  • Status – The customer status.  Customer statuses can be customized by you.
  • Name – The customer’s name.
  • Company Name – The name of the company.  This option is only available for company and flooring customers.
  • Contact Name – The name of the contact at the company. This option is only available for company and flooring customers.
  • Generation Code – For individual borrowers this will show the generational suffix, if any (e.g. Jr., Sr., II, III, IV).
  • SSN/SIN/EIN – 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 License Number- The customer’s driver license number.
  • Date of Birth – The customer’s date of birth.
  • Gender – The customer’s gender.
  • Email Address – The customer’s email address.
  • Username – The username the customer can use to log in to the customer website.
  • Password – The password the customer can use to log in to the customer website.
  • Phone Numbers – The customer’s phone numbers.
  • Credit Limit.  The credit limit for the flooring company. This option is only available for flooring customers.

While this section is primarily informational, there are a few functional areas as well.  These include:

OFAC Compliance Test – The OFAC compliance test will evaluate, based on the customer information, whether he or she is on the list of specially designated nationals.  To run this test, click OFAC Test.

Phone Number Settings – There are several tools for phone number inside LoanPro.

  • There may be a   or   to show whether the phone number has been designated as the primary or secondary number for the customer.  
  • There is a carrier lookup feature which will find which carrier (e.g. AT&T, Sprint) that a phone number is with.  If the carrier lookup hasn’t been performed,  or the carrier can’t be found, Unknown will be displayed.  Click   carrier lookup.
  • You will also see  next to each phone number.  When you edit the contact & personal information, you can click it to toggle between whether calls are allowed to this number or not.  If calls are not allowed, you will see the  icon. If the phone number setting is “Do Not Call”, no automated phone calls will get sent to this number.
  • Finally, you might see a  icon.  Click this to verify the phone number so it can receive 
    .  If you click it, you will get a dialog box asking if you want to send a verification message to the phone number.

Google Map of Primary Address

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.

Custom Fields

You can create custom fields  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 at the bottom of the page.

How To Edit Contact & Personal Information

To edit this information, click  in the top right corner of the page.

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:

  • 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.
  • Status – The customer status.  
     can be customized by you.
  • 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.
  • Contact Name – The name of the contact at the company. This option is only available for company and flooring customers.
  • First Name – The customer’s first name.
  • Middle Name – The customer’s middle name.
  • Last Name – The customer’s last name.  Last names are automatically formatted with an uppercase first letter and the remaining letters lowercase.  If you don’t want that formatting, check the Do not case format box.
  • 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 if you want to add another phone number.  Click to have LoanPro lookup which carrier (e.g. AT&T, T-Mobile) the phone number belongs to.
  • ID Number Type – Choose whether to use the SSN or EIN.  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.
  • Driver License Number – The customer’s driver license number.
  • Date of Birth – The customer’s date of birth.  Either enter the date directly or use the date picker to select a date.  Once a date is entered the customer’s age will appear under the field.
  • Gender – The customer’s gender.
  • Generation Code – The customer’s generation code (e.g. jr, II, etc.).
  • Credit Limit – The credit limit for the flooring company. This option is only available for flooring customers.

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:

  • Email – The customer’s email address.
  • Country – The country in which the customer’s primary address is located.
  • 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.

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 to search for online profiles associated with the email address.

Check the box next to any of the profiles and then click  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 log in to the.

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 section is where data can be entered into any  that you have created.

Click  to save the data.


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