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General. LoanPro is based online, which means that by default users can log in to the software from any location as long as they have internet access. However, you may not want every user in your com…
Updated 3 months ago by Sloan
What is Cross Tenant Access? LoanPro provides the ability for a single agent user to have access to multiple tenants within the software. Cross Tenant Access is granting a single agent user access to…
General. There are several ways to configure access inside LoanPro. You can configure access to the software in general, to what will be returned in search results, to Process Wizards , to specific a…
General. Multi-factor authentication helps make logging into LoanPro more secure. Multi-factor refers to the need for more than one way to prove that the user should have access to LoanPro. Usually a…
Updated 3 months ago by Cole
General. If you are a LoanPro user, you most likely have an account with Secure Payments (formerly PCI Wallet) and Connections, two other LoanPro products. It is now easy to navigate between LoanPro…
General. Restriction groups give you the ability to define more specifically the access that an Agent user has to groups of loans. Restriction groups are different than search restrictions , but they…
General. You can control access for your users inside LoanPro. This article gives a brief explanation of what each of the access options for a role does. Company View. Product Navigation. PCI Wallet…
General. User group defaults are similar to loan type defaults , except that you can create as many groups of defaults as you want and assign groups of defaults to your agent users. This article will…
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Updated 3 months ago
by Sloan
