Source Company – Tenant-level Settings

Introduction

LoanPro lets users create "source companies" that they can assign to a loan, but we leave a lot of leeway in how source companies are used. Some tenants use source companies to keep track of who referred the customer to them. Tenants with multiple brick-and-mortar locations might use source companies as individual locations (to support this, LoanPro lets you assign employees and manage a vault and cash drawers for each source company). However you choose to use source companies, these tenant-level settings will affect the defaults and options available to all of the source companies you create.

You can navigate to these settings from the banner at the top of LoanPro: click Settings > Source Company.

The page is sorted into Custom Fields, Labeling, and Defaults.

Custom Fields

Since tenants can use source companies in a variety of ways, custom fields allow you to keep track of additional information as suits your needs. You can configure the name for the field, and whether it's required when you create a new source company. This process is a little more in-depth than some of the other tenant-level settings, so we have a whole separate article covering the finer details: Source Company Custom Fields.

Labeling

These settings control the options available to label different items within source companies.

Cash Drawer Transaction Reasons

One of the labels you can edit is the reason associated with a cash drawer transactions. The page lists all the reasons you have saved, and each entry includes an ID, title (the actual label), and an active status (whether the label is currently usable in the Source Company Manager.

When you click add, there are two options. "Name" is simply the label itself; "Active" determines whether the label will be usable on transactions.

Document Categories

These are the categories for Source Company Documents. The user interface looks just like it does for cash drawer transaction reasons, listing the ID, title (label), and whether it is active. Here, you can add, edit, or delete document categories.

Note Categories

These are the categories available for Source Company Notes. This page also looks just like those for the other labeling settings; each entry has an ID, title (label), and active status. You can add new category labels, and edit or delete existing ones.

Defaults

These settings control the some of the defaults for Source Company Cash Drawers and Vaults.

Cash Drawer Transaction Limits

These settings let you limit how much many can be exchanged for different kinds of transactions. You can set a different limit for each of the cash drawer transaction reasons (see that section above).

When you click "Add Transaction Limit," it pulls up a window with options for a reason (one of your cash drawer transaction reasons) and cash limit.

Cash Drawer Max/Min

When a cash drawer holds too little or too much money, you can set up notifications to alert the user so they can either add cash or deposit some to the vault. Here, you can set the defaults for tenant-wide settings, but within an individual source company, you can set default limits specific to that company. When you create a new cash drawer, you can change those limits, giving you several levels of control and specificity.

Vault Max/Min

Just like you can set limits for the cash drawer's balance, you can also set limits for a source company's vault as well.