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Company Settings

Merchant Processor Groups

General. A merchant processor group lets you assign a group of processors to a loan. This group specifies, for some or all payment methods, which processor should be used to process payments. Merchan…

Updated 10 months ago by Sloan

Search Restrictions

The Source Company Manager and many of its features are new to LoanPro's latest release. For more information, see our main article on the Source Company Manager. General. Search restrictions let you…

Updated 2 weeks ago by Sloan

Sounds Manager

General. One of the features of LoanPro is the option to have sounds play when certain events occur in the software. Each user per company can enroll for a sound group that assigns sounds to software…

Updated 6 months ago by Sloan

Status Change Notifications

General. LoanPro can automatically send SMS text and email notifications based on events that occur within your accounts. You can also choose to have an internal notification sent. Status change noti…

Updated 3 months ago by Sloan

Update Company Contact Information

General. To update company contact information for an individual company, click the user at the top right of the page, then navigate to Account > Company Profile > Company Contact Information. Click…

Updated 3 months ago by Cole

Update Company Settings

General. To update the company settings within an individual company navigate to My Account > Company Profile > Company Contact Information. Click the Edit button located near the top right of the pa…

Updated 1 year ago by Cole

Update Tenant Payment Profile

General. From time to time, you may need to update the payment profile your company has on file with LoanPro. It’s simple to do, and you can do it yourself within LoanPro. You may not have access to…

Updated 5 months ago by Cole

Verify Email Address

General. LoanPro uses an integration with Amazon Simple Email Service (SES) to facilitate email correspondence. You have the option to use your own email service as well. Even though all emails sent…

Updated 8 months ago by Sloan

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