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Company Settings

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 1 year ago by Sloan

Merchant Processor Groups

Introduction. 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. Me…

Updated 11 months ago by Sloan

Update Company Contact Information

Introduction. 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. C…

Updated 7 months ago by Jackson Stone

Global System Notes

This article explains how to view your tenant's global system notes.

Updated 5 months ago by Nate Christensen

Update Tenant Payment Profile

Introduction. 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 acces…

Updated 7 months ago by Nate Christensen

Tenant-Level Settings

Introduction. When you want to edit the settings for everything you do in LMS, tenant-level settings are the place to go. These settings will affect your entire ecosystem, changing the options that w…

Updated 6 months ago by Jackson Stone

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 years ago by Sloan

Daylight Savings Time

Introduction. Daylight Savings Time (DST) is nearly at an end: on Sunday, November 7, 2021, everyone's clock will roll back one hour (or at least, everyone whose time zone observes DST in the first p…

Updated 10 months ago by Jackson Stone

Update Company Settings

General. Company Settings are used to set basic information for your business's contact information. If you'd like to update the settings that apply to your company, navigate to Account > Company Pro…

Updated 4 months ago by Nate Christensen

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 years ago by Sloan

Plugins 101

Complexity:. Audience: Loan Servicer or Collector, Developers, Loan Servicing/Collections Managers, Administrator, Compliance Introduction. LoanPro is committed to helping our lenders with all of the…

Updated 5 months ago by Brinley Bushman

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