All Categories > LMS UI > Users Tab > Agent User > Access > Role Access Resources

Role Access Resources

Updated 4 months ago by Jackson Stone

In a recent release, we added the New Loan Manager. Access to the feature is controlled through each user's role, as explained in the first section below.

You can control access inside LMS by creating roles and assigning them to each user. That process is detailed in our articles on Creating and Assigning Agent User Roles. Part of that process involves selecting specific permissions from this list of Role Access Resources. This article gives a brief explanation of what each of the access options in that list does.

To see the list and grant or restrict access for a role, open the LMS UI and 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. Clicking the carrots next to an item will open up more granular controls.

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.

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.
Email	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)

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.