Agent User

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Access

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

9 articles by 3 authors

Creating Agent User Roles

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

Updated 4 months ago by Sloan

Assigning Agent User Roles

This article explains how to assign agent roles in LMS.

Updated 4 months ago by Sloan

Agent Dashboards

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

Updated 4 months ago by Sloan

Agent Users

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

Updated 4 months 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 4 months ago by Jackson Stone

Custom Loan Summary Views

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…

Updated 4 months ago by Sloan

Agent User

Access

Creating Agent User Roles

Assigning Agent User Roles

Agent Dashboards

Agent Users

Create a New Shortcuts Set

Custom Loan Summary Views

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