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Articles that have to do with available access settings in LoanPro.
8 articles by 3 authors
Introduction. 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…
Updated 1 week ago by Sloan
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…
Introduction. 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…
Updated 1 week ago by Darrin Wray
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…
Introduction. 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…
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Updated 1 week ago
by Sloan
