Search Restrictions

Introduction

Search restrictions let you limit agent users' access to loans that are part of specific groups, or access to specific source companies. Meaning, if a search restriction is placed on an agent user, they will only be able to search/pull reports by the items the restriction is setup to allow. Search restrictions are created at a company level and then assigned to specific agent users.

For example, if you want to allow an investor to see only the loans in their portfolio, you can set a search restriction that will only allow them access to loans that single portfolio.

Creating a Search Restriction

To create a search restriction navigate to Settings > Company > Access > Search Restrictions.

Once there, click the blue 'Add' button in the top corner. This will take you to the screen where you can create a new search restriction.

Start by giving you search restriction a name to distinguish it from other search restrictions. Use the arrows to the far right of each option to expand the list of settings. These settings specify the groups of loans that users with this search restriction should have access to. Click the checkbox and the blue 'Configure Restrictions' button to find your options for each setting. Once you've made your selections, click SAVE.

Creating Source Company Search Restrictions

If you use LoanPro's Source Company Manager to assign agent users to specific brick-and-mortar stores, you'll want them to have access to their own store and cash drawers, but maybe not other locations. Search restrictions on source companies will limit the source companies they see within the source company manager.

Click the 'Source Company' tab at the top of the page. This brings up a list of all the source company search restrictions you've created. Each entry includes an ID, a name, and options to edit or delete it.

Click the Add button in the top right corner to create a new source company search restriction. It'll pull up this page:

Create a name to help you keep track of the restriction, and select the companies you want the users with this restriction to see.

Assigning Search Restrictions

You can assign the search restriction to an agent user by navigating to Users > Agent Users inside your company account. Click the user to whom you want to assign the search restriction.

Now click the blue 'Edit' button in the top right corner.

You can choose any of the search restriction groups and source company search restrictions you've created. For source companies, you can also selected "Affiliated Source Companies Only" and select which companies the user will be associated with.


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