Agent User

Agent User Roles

In order to more fully understand the purpose of Agent User Roles, it is recommended that you read the Agent Users article first. General. Because LoanPro gives you the ability to assign separate log…

Updated 4 days ago by Sloan

Agent Users

General. Agent users are users that have access to LoanPro software. You can create new users within your company who can access the software and make changes to your company account. Access to areas…

Updated 2 weeks ago by Darrin Wray

Agent Dashboards

General. LoanPro lets you create dashboards and assign them to agent users. These dashboards can be customized to show information needed by the agents. The dashboard is the first place an agent user…

Updated 3 weeks ago by Sloan

Create a Role

General. Roles are custom access levels that you can assign to agent users within your company. Many companies use a different role for each type of employee they have. You can create an unlimited nu…

Updated 5 months ago by Sloan

Custom Loan Summary Views

General. Different companies require different things from the Loan Summary tab. In an effort to make the loan summary more useful for a greater number of clients, LoanPro added the custom loan summa…