Agent User

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Access

Articles that have to do with available access settings in LoanPro.

8 articles by 4 authors

Creating Agent User Roles

This article explains how to create agent user roles in LMS.

Updated 4 months ago by Jackson Stone

Assigning Agent User Roles

This article explains how to assign agent roles in LMS.

Updated 7 months ago by Jackson Stone

Agent Dashboards

This article goes over how to create dashboards and assign them to agent users.

Updated 1 year ago by Sloan

Agent Users

This article explains how to create and edit agent users in LMS.

Updated 1 year ago by Darrin Wray

Create a New Shortcuts Set

This article explains how to create custom shortcut sets and how to assign them to your user agents.

Updated 1 year ago by Jackson Stone

Custom Loan Summary Views

New Feature Update: In a recent release, we added the ability to save multiple collateral items to a single loan. With that, we've also added new context engine variables that pull data for specific…

Updated 6 months ago by Jackson Stone