Access

Multi-Factor Authentication

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 1 week ago by Cole

Create New IP Restrictions

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 1 week ago by Sloan

Product Navigation

General. If you are a LoanPro user, you most likely have an account with Secure Payments (formerly PCI Wallet) and Connections, two other Simnang products. It is now easy to navigate between Simnang…

Updated 3 weeks ago by Cole

Roles Options Explanation

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…

Updated 2 months ago by Sloan

LoanPro Access

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…

Updated 5 months ago by Sloan

Restriction Groups

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…

Updated 6 months ago by Cole

User Group Defaults

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…