Roles Options
Updated 3 months ago
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. In the LMS UI, navigate to Settings > Company > Access > Roles, and then add or edit a role. On the editing screen, you'll see this resource tree:
Selecting a parent category also selects everything within it; giving a role Company View will give them full access to everything in the system.
Because the resource tree offers such granular control over user access, this article is rather lengthy. We recommend using CTRL + F to search on the page for any specific roles options.
Line of Credit Manager
This section grants access to the Line of Credit Manager. It includes two branches granting access to Loan Actions and Searches
Loan Actions
These resources give users access to the loan actions in the Line of Credit Manager.
Access Resources | Description |
Send SMS | Grants you the ability to send mail through the SMS tool. |
Create Custom Forms | Grants you the ability to create/edit a custom form |
Run TCN Campaign | Grants you access to communicate with customer's through TCN. |
Send Email | Grants you access to send an email to a customer. |
Generate Credit Report | Grants you access to generate a credit report. |
Export to CSV | Grants you access to export to CSV file. |
Reports | Grants you access to run a report. |
Configure Columns | Grants you the ability to configure columns. |
Searches
These resources grant access to searching in the Line of Credit Manager.
Access Resources | Description |
New Search | Grants you the ability to make a new search in the Loan Manager. |
All Searches | Grants you access to a list of all the searches you've made and the search options. |
New Loan Manager
This section grants access to the New Loan Manager. It includes a single button granting access to create a new loan, and two branches for Loan Actions and Searches.
Access Resources | Description |
New Loan | Grants you the ability to create a new loan. |
Loan Actions
These resources grant users access to loan actions in the New Loan Manager.
Access Resources | Description |
Send to Billing | Grants you access to send to billing. |
Send SMS | Grants you the ability to send mail through the SMS tool. |
Create Custom Forms | Grants you the ability to create/edit a custom form |
Send to Mail House | Grants you access to send mail to the Mail House. |
Run TCN Campaign | Grants you access to communicate with customer's through TCN. |
Create Collector Queue | Grants you access to create a new collector queue/edit an existing one. |
Send Email | Grants you access to send an email to a customer. |
Run Loan Admin Tool | Grants you access to run the loan admin tool. |
Run Escrow Analysis | Grants you the ability to run an escrow analysis. |
Generate Credit Report | Grants you access to generate a credit report. |
Scheduled Report | Grants you access to schedule a report. |
Export to CSV | Grants you access to export to CSV file. |
Reports | Grants you access to run a report. |
Configure Columns | Grants you the ability to configure columns. |
Import Via CSV | Grants you the ability to import via CSV |
Searches
These resources grant access to searching in the New Loan Manager.
Access Resources | Description |
New Search | Grants you the ability to make a new search in the Loan Manager. |
All Searches | Grants you access to a list of all the searches you've made and the search options. |
Product Navigation
These resources grant access to our other software products.
Access Resources | Description |
PCI Wallet | Grants access to a single-button-click login to Secure Payments |
Connections | Grants access to a single-button-click login to Connections |
Dashboard View
These resources grant access to Dashboard controls.
Access Resources | Description |
Create Widgets (Loan Manager) | Grants 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 | Grants access to share dashboards between agent users. |
Add Dashboard | Grants access to create new dashboards. |
Reports
These access resources restrict or allow users to generate different kinds of reports. They're split into four subcategories: Administration, Servicing, Transaction History, and Forecast. For some basic background info, see our article A Beginner's Guide to Reports.
Administrative Reports
Administration reports are geared toward managers. They offer broad, big-picture data that can be used to steer your entire team.
Access Resources | Description |
Administration Reports | Grants access to Administration Reports section. Checking this box will let this role use all the administrative reports. |
Special Report | Grants 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 | Grants 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 | Grants access to the Calculated Interest Accrual Report. |
Reverse Calculated Laon Archive Report | Grants 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 | Grants 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 | Grants access to the Static Pool Report. This report shows the health of a pool of loans over time. |
Business Summary Report | Grants access to the business summary report. |
Servicing Reports
Servicing includes delinquency and insurance reports.
Access Resources | Description |
Delinquency Report | Grants access to the Delinquency Report. This report shows loan delinquency. |
Insurance Report | Grants access to the Insurance Report. This report shows insurance policy expiration. |
Transaction History Reports
Transaction History includes all the reports related to transaction history. This is the largest category by far with 20 different reports available.
Access Resources | Description |
Transaction History Reports | Grants access to the Transaction History Reports section. These reports show transactions for all loans. |
Action & Results Report | Grants access to the Actions & Results Report. |
Advancements Report | Grants access to the Advancements 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. |
Credits Report | Grants access to the Credits Report. Credits represent forgiveness of a portion of loan principal. |
Escrow Estimated Disbursement | Grants access to the Escrow Estimated Disbursement Report. This is a report of estimated disbursements for all loans. |
Escrow Transaction Report | Grants access to the Escrow Transaction Report. This is a report of escrow transactions for all loans. |
System Notes | Grants access to the System Notes Report. This report shows notes logged by LoanPro when changes are made. |
Loan Alert History | Grants access to the Loan Alert History Report. This report shows changes made to loan alerts. |
Charge Off History | Grants access to the Charge Off History Report. This report shows charge-offs for all loans. A charge-off is a portion of the loan principal that has been deemed uncollectible. |
Days Past Due Report | Grants access to the Days Past Due Report. This report shows the number of days past due for all loans. |
Amount Past Due Report | Grants access to the Amount Past Due Report. This report shows the amount past due for all loans. |
New Accounts | Grants access to the New Accounts Report. This report shows newly created loans in LoanPro by date. |
Reversed Payments Report | Grants access to the Reversed Payments Report. This report shows payments reversed for all loans. |
Suspend/Resume Interest | Grants access to the Suspend/Resume Interest Report. This report shows all elections to stop or restart accruing interest on each loan. |
Promises Report | Grants access to the Promises Report. This report shows the record of promises made by customers for each loan. |
Notes Report | Grants access to the Notes Report. This report shows notes created by users for each loan. |
SMS Report | Grants access to the SMS Report. This report shows a history of SMS messages sent to customers on each loan. |
Due Date Changes Report | Grants access to the Due Date Changes Report. This report shows a history of due date changes for each loan. |
Funding Report | Grants access to the Funding Report. This report shows a record of each loan funded using LoanPro’s funding tool. |
Charges Report | Grants access to the Charges Report. This report shows a history of charges logged for all loans. |
Payment Breakdown Report | Grants 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
Forecast reports show payments that were scheduled in the past or are slated for the future.
Access Resources | Description |
Forecast Reports | Grants access to the Forecast Reports section. These reports show expected future transactions and revenues. |
Scheduled Payments Report | Grants 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 | Grants 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
Access Resources | Description |
Tools | Grants access to all the tools in this category. |
Loan Admin Tools | Grants 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. |
Escrow Analysis Tools | Grants the ability to use the Escrow analysis tool. |
Quick Quote | Grants 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 | Grants access to the Restore tool. This tool allows the user to restore deleted loans. |
Credit Reporting | Grants access to the Credit Reporting tool. This tool allows the user to generate credit reporting data. |
AutoPay | Grants access to the automatic payment tool. This tool lets the user view, edit, process, or cancel existing automatic payments. |
Notification Center | Grants access to the Notification Center. This tool lets the user view and create notifications for internal, company use. |
Collector Queue
Access Resources | Description |
Collector Queue | Grants 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 | Grants access to the Collector Queue Report. |
Create New Collector Queue | Grants access to create a new Collector Queue. |
Customer Communication
Access Resources | Description |
Customer Communication | Grants access to all Customer Communication tools. This tool lets the user create on-off communications with customers. |
Mail House | Grants access to the automated mailing tool. This tool allows the user to automatically send documents through the mail to the customer. |
Custom Forms | Grants 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 | Grants access to the Billing tool. This tool lets the user generate billing statements for a group of loans. |
Phone (TCN) | Grants access to the automated phone calls tool. This tool allows the user to send a mass phone call campaign to customers. |
SMS | Grants access to the SMS text message tool. This tool allows the user to send SMS text messages to customers. |
Grants access to the Email tool. This tool allows the user to send email messages to customers. |
Loan View
Access Resources | Description |
Mail House | Grants the ability to send loans to the Mail House tool. |
Admin Tool | Grants the ability to send loans to the Admin tool. |
Escrow Analysis Tool | Grants the ability to use the Escrow analysis tool. |
Column Manager | Grants the ability to change the visible columns in the Loan Manager. |
New Loan | Grants the ability to create a new loan. |
Standard | Grants the ability to choose the type of loan you want between Standard, Other, Real Estate, Automobile, and Consumer. |
Applications | Grants 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 | Grants access to create a Quick Quote, a temporary loan that calculates loan numbers, but doesn't create a permanent loan in LoanPro. |
Pre-Configured | Grants access to create a new loan using the preconfigured loans. |
Custom Onboarding | Grants access to create a new loan through the custom onboarding process. |
SMS Tool | Grants the ability to send loans to the SMS tool. |
Create Custom Forms | Grants the ability to generate custom forms for groups of loans. |
Send To Billing | Grants the ability to send loans to the billing tool. |
Run TCM Campaign | Grants the ability to send loans to the automated-phone-call-campaign tool. |
Collector Queue | Grants the ability to send loans to the Collector Queue tool. |
Email List | Grants the ability to send loans to the email tool. |
Schedule Report | Grants the ability to schedule a report to run. |
Excel Data Dump | Grants the ability to export loan data to a .CSV file. |
Loan Menu Branches | Grants access to shortcuts (see below) |
Line of Credit Menu
This section grants access to the options available under the Line of Credit Menu.
Shortcuts
Access Resources | Description |
Shortcuts | Grants access to create, edit, and delete line of credit functionality shortcuts. |
Account Summary
Access Resources | Description |
Transaction Data Options | Grants access to the Data Options menu for transactions. |
Log Transactions | Grants the ability to log transactions. |
Edit Transactions | Grants the ability to edit existing transactions. |
Reverse Transactions | Grants the ability to reverse existing transactions. |
Servicing
Access Resources | Description |
Wizards | Grants access to the Wizards menu in the loan view. |
Notes / Alerts | Grants access to view, create, and edit notes and alerts. |
Promises | Grants access to create, delete, and mark promises as fulfilled. |
Checklist | Grants access to the checklists menu. |
Documents | Grants access to the documents tab where a user can add, edit, activate, and download documents. |
Custom Forms | Grants access to the custom forms tab. |
Bankruptcy | Grants access to the bankruptcy tab where users can add, edit, activate, and delete bankruptcy statuses. |
Charge Off | Grants access to the charge off menu where users can change transactions, history, and adjustments to charge off information. |
Rules Applied | Grants access to the rules applied tab where users can view, edit, and manually force rules applied. |
AutoPay
Access Resources | Description |
Revert Status and Set as Pending | Grants access to AutoPay revert statuses. |
Process | Grants access to processing AutoPays. |
Edit | Grants access to editing AutoPays. |
Cancel AutoPay | Grants access to cancelling AutoPays. |
Schedule New AutoPay | Grants access to scheduling new AutoPays. |
AutoPay Status | Grants access to editing AutoPay statuses. |
Statements
Access Resources | Description |
Change Due Date | Grants access to change due dates on statements. |
Change Statement Date | Grants access to change statement dates on statements. |
Statement Details | Grants access to downloading and emailing statements as well as locking statement periods. |
Customer
Access Resources | Description |
Customer | Grants access to the Customer area inside a loan. This area includes customer servicing features like adding, linking, and editing. |
Set/Unset Secondary Customer | Grants 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 | Grants access to the Set as Primary button. This button lets the agent mark a customer as the primary borrower on a loan. |
Communication History | Grants access to the Communication History section. This section lets the agent view the history of SMS, Email, TCN, and Mail House communications. |
Delete Icon | Grants access to the Remove button. This button lets the agent remove a customer from the loan. |
Add Customer | Grants 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 | Grants 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 | Grants access to the Tools section. This section lets the agent verify the address, pull OFAC, and manage Credit Score for the customer. |
Documents | Grants access to the Documents section. This section lets the agent add and manage customer documents. |
Notes | Grants access to the Notes section. This section lets the agent add and manage customer notes. |
References | Grants access to the References section. This section lets the agent add and manage references for the customer. |
Payment Profiles | Grants access to the Payment Profiles section. This section lets the agent add and manage the payment profiles that are on file for the customer. |
Links | Grants 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) |
Add Link | Grants access to the Link Existing Customer button. This button lets the agent link an existing customer to the loan. |
Email Access | Grants access to enroll customers for email messages sent through LoanPro. |
Web Access | Grants access to enroll customers for access to the borrower website. |
SMS Access | Grants access to enroll customers for SMS messages. |
Tools
Access Resources | Description |
Credit Limit Adjustment | Grants access to adding, editing, and deleting credit limit adjustments. |
Enhanced Funding | Grants access to the enhanced funding tools including funding customers, funding source companies, editing transactions, and reversing transactions. |
Interest Rate Adjustments | Grants access to adding, editing, and deleting interest rate adjustments. |
Grace Period Adjustments | Grants access to adding, editing, and deleting grace period adjustments. |
Account Settings
Access Resources | Description |
Setup | Grants access to enabling the calculator, account setup, buckets, late fee setup, minimum payment setup, and additional information. |
Settings | Grants access to viewing and editing the account settings, custom fields, convenience fees, portfolios, computation fields, and history changes. |
Reports | Grants access to the historical archive tab. |
Collateral | Grants access to the insurance and collateral tabs. |
Loan Menu Branches
Access Resources | Description |
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 | Grants 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 | Grants access to the Quick Note shortcut. |
Charge Shortcut | Grants access to the Charge shortcut. |
Payment Shortcut | Grants access to the Payment shortcut. |
Loan Menu 1 | Grants access to the sections inside a loan. |
Wizards | Grants 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 acc |
Setup
Access Resources | Description |
Force | Grants access to the force tool. This tool lets the user create a custom payment schedule. |
Roll APR | Grants access to the Roll APR tool. |
Processes | Grants access to the loan renewal tool. |
Smooth | Grants access to the smooth tool. This tool allows the user to calculate a payment schedule with uniform payment amounts. |
Reg Z | Grants access to allow the manual entry of Truth-In-Lending Act disclosure numbers. |
Roll Schedule | Grants access to the Roll Schedule tool inside the loan setup. |
Roll Payment | Grants access to the Roll Payment tool. |
Round | Grants 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 | Grants access to fund a loan. |
Activate | Grants access to activate a loan. |
InActivate | Grants access to inactivate a loan. |
Setup Tools
Access Resources | Description |
Enhanced Funding | The new and enhanced funding tool lets you fund the loan in one or more transactions, either to the borrower directly or through a source company. |
Funding Add Button | Grants access to the ADD button inside the Funding setup tool. |
Custom Fields Save Button | Grants access to the SAVE button inside the Custom Fields tool. |
Suspend Payment Button | Grants access to the SAVE button inside the Suspend Payments tool. |
Modification Modify Loan Button | Grants access to the MODIFY LOAN button inside Modification tool. |
Late Fees Edit Button | Grants access to edit the late fee configuration. |
Curtailment Dates Save Button | Grants access to the save curtailment dates on a loan. |
Curtailment Dates | Grants access to add curtailment dates or apply curtailment templates on a loan. |
Roll Schedule | Grants access to the Roll Schedule setup tool. |
Late Fees | Grants access to the Late Fee configuration Setup Tool inside a loan. |
Past Due Adjustments | Grants 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 Adjustments | Grants access to edit existing days past due adjustments on a loan. |
Edit Amount Past Due Adjustments | Grants access to edit existing amount past due adjustments on a loan. |
Adjustments | Grants access to the Adjustments section of the Past Due Adjustments Setup Tool. |
Days Past Due | Grants access to the Days Past Due section of the Past Due Adjustments Setup Tool. |
Amount Past Due | Grants access to the Amount Past Due section of the Past Due Adjustments Setup Tool. |
Remove Days Past Due Adjustments | Grants access to remove an days past due adjustment. |
Add Days Past Due Adjustment | Grants access to the ADD button for Days Past Due Adjustments. |
Remove Amount Past Due Adjustment | Grants access to remove an amount past due adjustment. |
Modification | Grants access to the Modification tool. This tool lets the user modify all the loan terms. |
Suspend Payments | Grants 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 | Grants access to the Custom Fields setup tool. This tool lets the user change the values of setup custom fields on the loan. |
Live/Archive | Grants access to the Live/Archive setup tool. This tool lets the user archive or delete a loan. |
Delete Loan Account | Grants access to the delete function inside the Live/Archive setup tool. |
Archive/Resurrect | Grants access to the Archive/Resurrect function inside the Live/Archive setup tool. |
Additional Information | Grants access to the Additional Information setup tool. This tool lets the user change the values of the additional information fields on the loan. |
Save | Grants access to the SAVE button inside the Additional Information setup tool. |
Suspend/Resume Interest | Grants 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 | Grants access to delete a start/stop interest accrual transaction. |
Edit | Grants access to edit a start/stop interest accrual transaction. |
Add | Grants access to add a start/stop interest accrual transaction. |
Transactions | Grants 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 | Grants 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 | Grants access to the ability to remove all change due dates on the loan. |
Remove Changed Due Dates | Grants access to remove a change due date from the loan. |
Add | Grants access to add a change due date on the loan. |
Funding | Grants 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 | Grants access to the Advancements/Credits setup tool. This tool lets the user add and remove credits and advancements from the loan. |
Advancement/Credits | Grants access to fund an advancement, including sending money to the borrower or source company. |
Fund | Grants access to fund an advancement, including sending money to the borrower or source company. |
Remove Credit | Grants access to remove a credit from the loan. |
Edit Credit | Grants access to edit a credit on the loan. |
Add Credit | Grants access to the ADD credit button. |
Remove Advancement | Grants access to remove an advancement. |
Edit Advancement | Grants access to edit an advancement. |
Add Advancement | Grants access to the ADD advancement button. |
Initial Setup | Grants 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
Access Resources | Description |
Collateral | Grants access to the Collateral area. This area lets the user enter and update collateral and insurance information. |
Insurance | Grants access to the Insurance section. This section allows the user to enter and edit insurance information. |
Edit | Grants access to the edit button inside the Insurance section. |
Collateral | Grants access to the Collateral section of the the Collateral area. This section allows the user to add and edit collateral information. |
Edit Collateral Image | Grants access to edit the collateral image in the Collateral section. |
Edit | Grants access to edit the collateral image in the Collateral section. |
Servicing
Access Resources | Description |
Bankruptcy | Grants access to the Bankruptcy section inside a loan. This section lets the user view and manage bankruptcies. |
Add | Grants access to the add button inside of the Bankruptcy section. This allows users to add new bankruptcies to accounts. |
Edit | Grants access to the edit button inside of the Bankruptcy section. This allows a user to edit existing inactive bankruptcies on accounts. |
Delete | Grants access to the delete button inside of the Bankruptcy section. This allows a user to delete an existing bankruptcies on accounts. |
Edit Active | Grants access to the edit active button inside of the Bankruptcy section. This allows a user to edit active bankruptcies on accounts. |
InActivate | Grants access to the inactivate button inside of the Bankruptcy section. This allows a user to inactivate bankruptcies on accounts. |
Activate | Grants access to the activate button inside of the Bankruptcy section. This allows a user to activate bankruptcies on accounts. |
Net Charge Off | Grants 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-Off | ff Transactions - Grant access to flag payments and credits as chargeoffs inside the Adjustments area. |
Charge Off History | Grants access to the History area. This area allows users to view and log recovery payments. |
Adjustments | Grants access to the Adjustments area. This area allows the user to flag payments and credits as charge-off transactions. |
Reverse | Grants access to reverse recovery payments inside the History area. |
Edit | Grants access to edit recovery payments inside the History area. |
Log Recovery Payment | Grants access to the Log Recovery Payment button inside the History area |
Promises
Access Resources | Description |
Promises | Grants access to the promises section. This section allows the user to add and edit loan promises. |
Mark Promise Fulfilled | Grants access to the ability to mark a promises as fulfilled. |
Delete | Grants access to delete a promise. |
Edit | Grants access to edit a promise. |
Data Options | Grants access to export promise data. |
Add | Grants access to the ADD button. This allows the user to add a new promise. |
Custom Forms
Access Resources | Description |
Electronic Signature | Grants access to send a generated template form to an integrated, electronic signature platform. |
Custom Forms | Grants access to the Custom Forms section. This section allows the user to generate and print template forms, and send them to DocuSign if available. |
Generate PDF | Grants access to generate and download a PDF version of a template form. |
Data Options | Grants access to generate and download multiple template forms as either a PDF or ZIP file. |
Documents | Grants access to the Documents section. This section lets the user upload and download forms to a loan account. |
InActivate | Grants access to inactivate documents. |
Activate | Grants access to activate inactivated documents. |
Edit | Grants access to edit an uploaded document. This option lets the user update the name and category of the document ONLY. |
Download | Grants access to download a document. |
Visible | Grants access to set a document as visible to the borrower on the borrower website. |
Add | Grants access to upload new forms. |
Checklist | Grants access to the Checklist section. This section lets the user update the checklist on a loan. |
Checklist Edit | Grants access to edit the checklist inside a loan. |
Actions and Results | Grants access to the Actions and Results section. This area lets the user view and manage Actions and Results. |
Add | Grants access to add new actions and results. |
Edit | Grants access to edit actions and results. |
Delete | Grants access to delete actions and results. |
Export | Grants access to export actions and results. |
Notes
Access Resources | Description |
Notes | Grants access to the Notes area. This area lets the user add, edit, and delete loan notes. |
Add | Grants access to add a new note. |
Edit | Grants access to edit a note. |
Delete | Grants access to delete a note. |
Export | Grants access to export loan notes. |
System Notes | Grants access to the System Notes area. This area lets the user view notes created when changes are made in LoanPro. |
Export | Grants access to export system notes. |
Quick Note | Grants access to create a Quick Note. |
Loan Alert | Grants 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 | Grants access to export loan alerts. |
Charges
Access Resources | Description |
Charges | Grants access to the Charges section. This section lets the user log charges on the loan. |
Fees Paid By | Grants 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 | Grants access to reverse an existing charge. |
Edit | Grants access to edit an existing charge. |
Add | Grants access to add a new charge. |
Data Options | Grants access to generate an excel data dump of the charges. |
Recurring Charges | Grants access to recurring charges tab. |
Edit | Grants access to edit recurring charges. |
Force | Grants access to force recurring charges. |
Active | Grants access to activate/inactivate recurring charges. |
Autopay
Access Resources | Description |
Autopay | Grants access to the AutoPay section. This section lets the user manage the AutoPays. |
Revert Status and set it as pending | Grants access to the Charges section. This section lets the user log charges on the loan. |
Process | Grants access to the Process button. This button lets the user process an existing autopay. |
Edit | Grants access to the Edit button. This button lets the user edit an existing autopay. |
Cancel Autopay | Grants access to the Cancel button. This button lets the user cancel an existing autopay. |
Schedule New Autopay | Grants access to the Schedule New AutoPay button. This button lets the user schedule a new autopay. |
Suspend Autopay Processing | Grants access to the Suspend AutoPay Processing button. This button lets the user suspend or resume AutoPay processing. |
Payments
Access Resources | Description |
Google Cloud Print | Grants access to the Google Cloud Print button. This button lets the user Google Cloud Print the payment receipt. |
Receipt | Grants access to the Receipt button. This button lets the user Preview a PDF version of the payment receipt. |
Create New Order | Grants access to the Create New Order button. This button lets the agent create a new order for PayNearMe. |
Reverse | Grants access to the Reverse button. This button lets the user reverse an existing payment. |
Edit | Grants access to the Edit button. This button lets the user edit an existing payment. |
Log Payment | Grants access to the Log Payment button. This button lets the user log a payment or a recovery payment. |
Data Options | Grants access to the Data Options button. This button lets the user export the payment data to excel. |
Settings
Access Resources | Description |
Settings | Grants access to the Loan Settings. This area includes loan settings features like managing loan status, portfolio, and custom fields. |
Account Linking | Grants access to the Account Linking section. This section lets the agent view and manage links between loans. |
Unlink | Grants access to the Unlink button. This button lets the agent unlink loans. |
Save | Grants access to the Save button. This button lets the agent save a new link. |
Edit | Grants access to the Edit button. This button lets the agent edit an existing link. |
Add | Grants access to the Add button. This button lets the agent add a new link. |
Customer
Access Resources | Description |
Customer | Grants access to the Customer area inside a loan. This area includes customer servicing features like adding, linking, and editing. |
Set/Unset Secondary Customer | Grants 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 | Grants access to the Set as Primary button. This button lets the agent mark a customer as the primary borrower on a loan. |
Communication History | Grants access to the Communication History section. This section lets the agent view the history of SMS, Email, TCN, and Mail House communications. |
Delete Icon | Grants access to the Remove button. This button lets the agent remove a customer from the loan. |
Add Customer | Grants 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 | Grants 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 | Grants access to the Tools section. This section lets the agent verify the address, pull OFAC, and manage Credit Score for the customer. |
Documents | Grants access to the Documents section. This section lets the agent add and manage customer documents. |
Notes | Grants access to the Notes section. This section lets the agent add and manage customer notes. |
References | Grants access to the References section. This section lets the agent add and manage references for the customer. |
Payment Profiles | Grants access to the Payment Profiles section. This section lets the agent add and manage the payment profiles that are on file for the customer. |
Links | Grants 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) |
Add Link | Grants access to the Link Existing Customer button. This button lets the agent link an existing customer to the loan. |
Email Access | Grants access to enroll customers for email messages sent through LoanPro. |
Web Access | Grants access to enroll customers for access to the borrower website. |
SMS Access | Grants access to enroll customers for SMS messages. |
Tools
Access Resources | Description |
Tools | Grants access to the Customer Tools section. This section lets the user pull customer credit, check OFAC compliance, and verify the customer address. |
Pull Credit Score | Grants access to pull customer credit. |
OFAC Compliance Test | Grants access to test borrower information against the OFAC list of specially designated nationals. |
Edit Credit Score | Grants access to manually edit customer credit score. |
CCPA/PIPEDA | Grants access to the CCPA/PIPEDA tool options. |
Address Verification | Grants access to verify customer addresses against the USPS database. |
Documents | Grants access to the Documents section. This section lets the user upload and download customer documents. |
Inactivate | Grants access to inactivate an active document. |
Edit | Grants access to edit a document name and assigned section. |
Download | Grants access to download a customer document. |
Add | Grants access to upload a new customer document. |
Notes
Access Resources | Description |
Notes | Grants access to the notes section. This section lets the user add, edit, or delete customer notes. |
History Data Options | Grants access to export customer system note information. System notes keep track of actions taken in the software or messages sent automatically. |
History | Grants 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. |
Edit | Grants access to edit a customer note. |
Delete | Grants access to delete customer notes. |
Data Options | Grants access to export customer notes. |
Add | Grants access to add a new customer note. |
References | Grants access to the references section. Here the user can add, edit, and remove customer references. |
Remove | Grants access to remove references. |
Edit | Grants access to edit reference information. |
Add | Grants access to add a new reference. |
Payment Profiles
Access Resources | Description |
Payment Profiles | Grants access to the Payment Profiles section. Here the user can add, edit, or inactivate payment profiles that are linked to the customer. |
Set Secondary | Grants access to designate a payment profile as the secondary profile on an account. |
Set Primary | Grants access to designate a payment profile as the primary payment profile on an account. |
Active/Inactive | Grants access to toggle the status of a payment profile between active and inactive. |
Remove | Grants access to remove a payment profile. |
Edit | Grants access to edit a payment profile. |
Validate | Grants access to validate a payment profile. |
Add | Grants access to add a new payment profile. |
Edit Customer Employer Info | Allows the customer to edit their employer info. |
Show Customer Employer Info | Allows the customer to see their employer info. |
Contact and Personal Information
Access Resources | Description |
Contact and Personal Information | Grants 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. |
Verify SMS | Grants access to verify a customer’s phone number to receive SMS messages. |
Verify Addresses | Grants access to verify customer addresses against the USPS database. |
OFAC TEST | Grants access to test customer information against the OFAC list of specially designated nationals. |
Edit | Grants access to edit customer contact information. |
Do Not Call Disabled | Grants access to disable the do-not-call flag for a customer phone number. |
Do Not Call Enabled | Grants access to enable the do-not-call flag for a customer. |
Carrier Lookup | Grants access to lookup the carrier of a customer’s phone number. |
Users
All the roles options related to the Users Tab in LMS.
Source Company
All the roles options related to Source Companies.
Vault
Access Resources | Description |
Vault Owner History | Lets the user see Vault Owner History |
Reconcile | Lets the user reconcile the vault |
Assign Admin | Lets the user act as admin for the vault |
Check Out/In Vault | Lets the user check out/in the vault |
Cash Drawer Details | Lets the user see cash drawer details |
New | Lets the user create a new cash drawer |
Link | Lets the user link existing LMS users to a source company |
New | Lets the user create new links |
Documents Tab
Access Resources | Description |
Delete | Lets the user delete documents |
Edit | Lets the user edit documents |
New | Lets the user add new documents |
Notes | Lets the user add notes |
Delete | Lets the user delete notes |
Edit | Lets the user edit notes |
New | Lets the user add new notes |
Info Tab
Access Resources | Description |
Cash Drawer-Transaction Limits | Lets the user configure transaction limits for cash drawers, namely adding, editing or deleting. |
Delete | Lets the user delete transaction limits |
Edit | Lets the user edit transaction limits |
New | Lets the user create new transaction limits |
Notifications-Edit | Lets the user toggle notifications when cash drawer limits are exceeded. |
Terminals | Lets the user add, edit, or delete terminals. |
Delete | Lets the user delete terminals |
Edit | Lets the user edit terminals |
New | Lets the user add new terminals |
Check Account-Edit | Lets the user edit the source company's physical check templates. |
Payment Profile-Edit | Lets the user edit the source company's payment profile |
Contact Info-Edit | Lets the user edit the source company's contact info |
New
Access Resources | Description |
New | This option lets users create a new source company. |
Edit Profile | This option lets users edit their profile. |
Agent Users
Access Resources | Description |
Agent Users | Grants access to the Agent Users area. This area lets the user view, create, and edit agent users. |
Authentication | Grants access to the Authentication section for agent users. This section lets the user set up two-factor authentication. |
Email Enrollment | Grants access to the Email Enrollment area. This area lets the user enroll an agent user to receive automated email communications. |
Messaging | Grants 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. |
Agent User Account | Grants access to the Profile & Access area. This area lets the user view and edit the agent user information. |
Customers
Access Resources | Description |
Customer Manager | Grants access to the Customer Manager. This lets a user see all the customers associated with a tenant, but not necessarily view or edit an individual customer; those options are housed in Loan View > Loan Menu Branches > Loan Menu 1. |
My Account Tab
Access Resources | Description |
Tech Support | Grants access to view the technical support contract and history. |
History | Grants access to view the history of technical support use. |
SOS Support | Lets the user see the history of their support usage. |
Contract and Pricing | Grants 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 | Grants access to view subscription information and cancel subscription. |
Cancel Subscription | Grants access to cancel LoanPro subscription. |
Pricing Table | Grants access to the pricing and subscription information. |
Signature History | Grants access to the signature history. This is the history of all the users who have agreed to the end user license agreement. |
Contract | Grants access to view the contract between the client and LoanPro. |
Company Common Docs | Grants access to the Company Common Docs section. This section lets the user view, upload, and download company common documents. |
Billing and Statements
Access Resources | Description |
Billing and Statements | Grants access to the Billing & Statements section. This section lets the user view the client’s billing history. |
Daily Maintenance | |
Usage Details | Grants access to view the details for usage costs on the account. |
Statements | Grants access to billing statements. |
Billable Account Details | Grants access to a detailed explanation of how the number of billable accounts was calculated. |
Transaction Details | Grants access to the history of payments made by the client. |
Summary | Grants access to a summary of billing and statements. |
Payment Method | Grants access to add, edit, or inactivate the client’s payment method. |
Company Profile
Access Resources | Description |
Company Profile | Grants access to the company profile section. This section allows the user to update the company information and company settings. |
Company Settings | Grants access to update the company settings (e.g. timezone date display format). |
Company Contact Information | Grants access to update the company contact information. |
Source Company Settings
Access Resources | Description |
Company Settings | Grants access to update the company settings (e.g. timezone date display format). |
Defaults | Grants access to set company-level defaults. |
Cash Drawer Transaction Limit | Lets the user set a transaction limit in the cash drawer. |
Cash Drawer Max/Min | Lets the user set limits for how much money should be in the cash drawer. |
Vault Max/Min | Lets the user set a limit for how much money should be in the cash drawer. |
Settings Tab
Access Resources | Description |
Website Settings | Grants access to update settings for the customer website. |
Access Settings | Grants access to change what customers can see and do on the customer website. |
Loan Settings | Grants access to change settings that determine which loan functionality customers will have access to on the customer website. |
Site Management | Grants access to the site management section. This section lets the user set a theme and colors for the website. |
Themes | Grants access to choose a theme and select website colors. |
Labeling | Grants access to change customer labels. |
Cash Drawer TX Reasons | Lets the user designate labels for transactions. |
Document Sections | Grants access to add, edit, or remove customer document sections. |
Note Categories | Grants access to add, edit, or remove customer note categories. |
Custom Fields | Grants 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. |
Page Configuration
Access Resources | Description |
Page Configuration | Grants access to the page configuration section. Here, content can be entered for each page of the website. |
Loan Application | Grants access to enable or disable loan applications on the customer website and select the display order of those applications. |
Contact Us | Grants access to enable or disable the Contact Us page. |
Testimonials | Grants access to enable or disable the Testimonials page. |
FAQs | Grants access to enable or disable the FAQs page. |
Legal | Grants access to enable or disable the Legal page. |
Privacy | Grants access to enable or disable the Privacy page. |
Company | Grants access to enable or disable the Company page. |
Logo and Links | Grants access to upload a logo and add or change social media links for the customer website. |
Home Page | Grants access to enable or disable the Home page. |
Defaults | Grants access to set company-level defaults. |
New Transaction | Grant access to set defaults for new payments and charges. |
New Payment | Grants access to set defaults for new payment transactions. |
New Charge | Grants access to set defaults for new charge transactions. |
Autopay Defaults | Grants access to set defaults for automatic payments (AutoPays). |
New Customer
Access Resources | Description |
New Customer | Grants access to set defaults for new customers. |
Enrollment By Loan Status | Grants access to select in which loan statuses customers should receive emails, be granted access to the customer website, and receive SMS messages. |
Customer Defaults | Grants access to set a default country, type, and status. |
New Loan
Access Resources | Description |
New Loan | Grants access to set new loan defaults. |
Agent User Specific | Grants access to create groups of defaults that can be assigned to agent users. |
Loan Type Specific | Grants access to set defaults based on loan type and category. |
System | Grants access to set default loan type and category. |
Customer Settings
Access Resources | Description |
Customer Settings | Grants access to set company-wide customer settings. |
Brackets | Grants access to create new customer search brackets. |
Credit Score | Grants access to create credit score brackets. |
Age | Grants access to create age brackets. |
Labeling | Grants access to change customer labels. |
Customer Status | Grants access to add, edit, or remove customer status options. |
Document Sections | Grants access to add, edit, or remove customer document sections. |
Note Categories | Grants access to add, edit, or remove customer note categories. |
Custom Fields | Grants 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 | Grants access to add, edit, or remove custom fields. |
Company Settings
Access Resources | Description |
Company Settings | Grants access to edit company settings. These settings include the ability to change user access, enter third-party credentials, and create search brackets. |
User Authentication | Grants 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 | Grants the user access to change the enrollment for agent users in two-factor authentication. |
Mail House | Grants 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 | Grants access to add, update, and delete mailer templates. |
Address Blocks | Grants access to edit the default “to” and “from” addresses for mailers. |
Global System Notes | Grants access to view global system notes. These are notes recorded when changes are made in the system. |
Access | Grants access to the Access area. This area lets the user change access settings for the software. |
Wizard Groups | Grants access to create, edit, and delete Wizard Groups. |
Views | Grants access to create, edit, and delete loan summary views. |
Shortcuts | Grants access to create, edit, and delete loan functionality shortcuts. |
Search Restrictions
Access Resources | Description |
Search Restrictions | Grants 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. |
Loan Manager | Lets the user create a search restriction for the loan manager. |
Restriction Groups | Grants access to restriction groups. These are groups that will restrict access to loan functions based on rules. |
Roles | Grants access to create, edit, and delete user roles. These roles define which features a user has access to. |
Import
Access Resources | Description |
Import | Grants access to the import section. This section allows the user to import data into LoanPro. |
Instructions and Samples | Grants access to view import instructions and download import sample files. |
Upload and History | Grants access to import data and view data import history. |
IP Restrictions | Grants access to create and update IP restrictions. These restrictions let users only access LoanPro from approved IP addresses. |
Access | Grants access to the Access area. This area lets the user change access settings for the software. |
Wizard Groups | Grants access to create, edit, and delete Wizard Groups. |
Views | Grants access to create, edit, and delete loan summary views. |
Shortcuts | Grants access to create, edit, and delete loan functionality shortcuts. |
Notifications
Access Resources | Description |
Notifications | Grants access to create, edit, automated notifications. These can be sent within the software or through SMS, email, or snail mail. |
Trigger Evaluation Active Button | Grants 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 | Grants access to create, edit, and delete groups of sounds that can be heard when actions are performed inside LoanPro. |
Trigger Based Notifications | Grants access to create, edit, and delete trigger-based notifications. |
Event Based Notifications | Grants access to edit event-based notifications. |
API
Access Resources | Description |
API | Grants access to the API section. This section lets the user view information about how to connect to the LoanPro API. |
API Links | Grants access to API Links. |
Developer Documentation | Grants access to the LoanPro developer documentation. |
Overview | Grants access to the API overview. This includes the API token. |
Brackets
Access Resources | Description |
Brackets | Grants 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 | Grants access to create, edit and delete loan-amount brackets. |
Payoff | Grants access to create, edit and delete payoff brackets. |
Principal Balance | Grants access to create, edit and delete principal-balance brackets. |
Loan Recency | Grants access to create, edit and delete loan-recency brackets. Loan recency refers to how recently a payment was made on a loan. |
Human Activity | Grants 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 | Grants access to create, edit and delete days-past-due brackets. |
Amount Past Due | Grants access to create, edit and delete amount-past-due brackets. |
Aging | Grants access to create, edit and delete aging brackets. |
SMS
Access Resources | Description |
SMS | Grants access to the SMS section. This section lets the user configure SMS templates and set do-not-disturb settings. |
Templates | Grants access to configure SMS templates. |
DND SMS Settings | Grants access to configure do-not-disturb settings. |
Emails | Grants 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 | Grants access to set do-not-disturb settings. |
Email Addresses | Grants access to add new company email addresses. |
Plugins
Access Resources | Description |
Plugins | Grants access to the plugins section. This section lets the user enter credentials for third-party services that are integrated with LoanPro. |
Connections | Grants access to enter or edit Connections credentials and manage Connections settings and services. |
DocuSign | Grants access to enter and edit DocuSign credentials. |
SBT | Grants access to enter and edit Solutions By Text (SBT) credentials. |
TCN | Grants access to enter or edit TCN credentials. |
GPS Links | Grants access to add links to GPS company websites. |
Merchant Services
Access Resources | Description |
Merchant Services | Grants access to the merchant services area. This area lets the user enter credentials for integrated third-party payment solutions. |
Merchant Processor Groups | Grants 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 | Grants access to change the PCI Wallet account password. |
PCI Wallet | Grants access to enter and edit credentials for PCI Wallet. This area also lets the user edit PCI Wallet settings. |
NACHA Returns | Grants access to change actions that LoanPro should take when NACHA returns occur. |
PayNearMe | Grants access to enter PayNearMe credentials. |
VersaPay | Grants access to enter VersaPay credentials. |
eCheck | Grants access to enter credentials for a LoanPro-integrated ACH payment processor. |
Authorize.NET | Grants access to enter Authorize.net credentials. |
Loan Settings
Access Resources | Description |
Loan Settings | Grants access to the Loan Settings area. This area lets the user set settings for loans, escrow, rules application, etc. |
Process Wizard | Grants 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
Access Resources | Description |
Rules Applied | Grants 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 | Grants access to inactivate bankruptcy rules applied. |
Bankruptcy | Grants access to view and change bankruptcy rules applied. |
Account Tools Active Button | Grants access to inactivate setup tools rules applied. |
Account Tools | Grants access to view and change account tools rules applied. |
Customer Tools Active Button | Grants access to inactivate customer tools rules applied. |
Customer Tools | Grants access to view and change customer tools rules applied. |
Stop Interest Date Active Button | Grants access to turn on or off stop-interest rules application. |
Stop Interest Date | Grants 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 | Grants access to edit the evaluation order of rules application. |
Due Date Rules Applied | Grants 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 | Grants access to turn on or off due-date rules application. |
Loan Checklist | Grants 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 | Grants access to turn on or off checklist rules application. |
Loan Settings Active Button | Grants access to turn on or off loan-settings rules application. |
Charge Off Active Button | Grants access to turn on or off charge-off rules application. |
APD Reset Active Button | Grants access to turn on or off amount-past-due rules application. |
APD Reset | Grants 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 | Grants 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 | Grants access to the Loan Settings area. This area lets the user enter rules that, when true for a loan, will update loan settings. |
Escrow
Access Resources | Description |
Escrow | Grants access to the escrow area. This area lets the user create, edit, or delete vendors, escrow transaction categories, and escrow accounts. |
Vendors | Grants 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 | Grants access to create, edit, or delete escrow categories. |
Escrow Subsets | Grants access to create, edit, or delete escrow accounts. |
Setup New Loan
Access Resources | Description |
Setup New Loan | Grants access to the Setup New Loan area. This section lets the user set settings that will reply when new loans are created. |
Application | Grants access to create, edit, and delete loan applications. |
Curtailment Date Template | Grants access to create, edit, and delete curtailment date templates. Curtailments are payments on a flooring loan. |
Custom Boarding Process | Grants access to create, edit, or delete custom loan boarding processes. |
Pre-Configured | Grants access to create preconfigured loans. |
Schedule Roll Templates | Grants access to create, edit, and delete schedule roll templates. These templates modify a calculated payment schedule. |
Interest Tiers | Grants 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 | Grants access to change activation requirements. Activation requirements are requirements that must be met on a loan before it can be activated. |
Charges
Access Resources | Description |
Charges | Grants 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 | Grants access to add, edit, and delete contingency fees. Contingency fees get added when certain conditions are met on the loan. |
Recurring Fees | Grants access to add, edit, and delete recurring fees. |
Due Date Fees | Grants 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 | Grants access to change late fee configuration. This is the default configuration for newly-created loans. |
Custom Types | Grants access to add, edit, and delete custom fee types. |
Payments
Access Resources | Description |
Payments | Grants access to edit payment settings including payment custom fields, payment receipt, payment methods, etc. |
Custom Fields | Grants access to add, edit, and delete payment custom fields. |
Authorization | Grants access to edit the payment authorization text for the company. |
Receipt | Grants access to edit the payment receipt. |
Custom Types | Grants access to add, edit, and delete custom payment types. |
Custom Methods | Grants access to add, edit, or delete custom payment methods. |
Alerts
Access Resources | Description |
Alerts | Grants access to the Alerts section. This section lets the user update usury alerts, flags, and stoplights. |
Account Note Alerts | Grants access to Account Note Alerts. |
Flags Evaluation Active Button | Grants access to turn on or off the rules evaluation for flags. |
Usury | Grants access to add, edit, and update and delete usury alerts. These alerts are shown when API is higher than specified in the alert. |
Stoplight | Grants access to configure stoplights. Stoplights show the condition of a loan based on rules the user writes. |
Checklist | Grants access to add, edit, or delete loan checklists of checklist items. |
Portfolios
Access Resources | Description |
Portfolios | Grants access to manage portfolios. Portfolios are a way to group loans. |
Categories | Grants access to add, edit, or delete portfolio categories. |
Portfolios | Grants access to add, edit, or delete portfolios. |
Custom Forms | Grants access to the Custom Forms area. This area lets the user create template forms. |
Forms | Grants access to create, edit, and delete template forms. |
Sections | Grants access to create, edit, and delete form sections. |
Labeling
Access Resources | Description |
Labeling | Grants access to the labeling area. This area lets the user create or change labeling for specific loan items. |
Wizard Categories | Grants access to add, edit, or delete wizard categories. |
Action and Results | Grants access to add, edit, or delete actions and results. |
Quick Notes Library | Grants access to add, edit, or delete notes to the quick-notes library. |
Cash Drawer TX Categories | Grants access to add, edit, or delete cash-drawer, transaction categories. |
Collateral Fields | Grants access to edit collateral fields. These are the fields used to identify collateral. |
Credit Categories | Grants access to add, update, or delete credit categories. |
Advancement Categories | Grants access to add, update, or delete advancement categories. |
Loan Status | Grants access to add, update, or delete loan statuses. These statuses are used to show where a loan is in the loan lifecycle. |
Note Categories | Grants access to add, update, or delete loan note categories. |
Document Sections | Grants access to add, update, or delete document sections. |
Custom Numbering | Grants access to configure custom numbering. This lets the user define how LoanPro will assign IDs to newly-created loans. |
Custom Fields
Access Resources | Description |
Custom Fields | Grants access to manage custom fields. Custom fields are used to track information that is not natively tracked by LoanPro. |
Associated Company Directory | Grants access to associated company directory. |
Custom Fields | Grants access to add, edit, or delete custom fields. |