All Categories > LMS UI > Users Tab > Agent User > Access
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
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 t…
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 9 months ago by Sloan
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 9 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 easy to navigate between LoanPro pro…
Updated 1 month ago by Cole
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…
In our latest release, LoanPro updated the Role Access Resources Tree. There used to be some overlap between customer settings in Loan View and Users. Our update clarifies that editing options for in…
Updated 1 month ago by Jackson Stone
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 9 months ago
by Sloan
