Company Settings

Update Company 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 1 week ago by Cole

LockBox Converter Settings

General. This article goes over how to configure tenant settings for the LockBox Converter. To use the LockBox Converter, see Using LockBox Converter. Changing Settings. To change LockBox Converter s…

Updated 2 weeks ago by Sloan

Search Restrictions

General. Search restrictions allow you limit agent user access to loans that are part of specific groups. Meaning, if a search restriction is placed on an agent user, they will only be able to search…

Updated 2 weeks 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 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 2 weeks ago by Sloan

Update Company Contact Information

General. To update company contact information for an individual company, navigate to My Account > Company Profile > Company Contact Information. C lick located at the right of the header. The compan…

Updated 3 weeks ago by Cole

SMS Template Messages

General. The SMS tool in LoanPro doesn’t allow you to simply type messages to customers because of the regulations involved in sending SMS messages to your customers. However, several default message…

Updated 3 weeks ago by Sloan

SMS Do Not Disturb Settings

General. You can create do-not-disturb periods when LoanPro will not send SMS Text messages to your customers. You can set up do-not-disturb periods for emails as well. How To. To create a new do-not…

Updated 1 month ago by Sloan

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 2 months ago by Sloan

TCN Integration

General. TCN is an automated dialing service. LoanPro’s integration with TCN lets you send out groups of phone calls ( campaigns ) to your customers. You can customize the messages you send through T…

Updated 3 months ago by Sloan

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 3 months ago by Sloan

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 6 months ago by Cole