Connections

Email Integration in Connections

General. By default, Connections uses an in-house account with Amazon’s SES to provide email services. While this is the default, it isn’t the only option. Connections users can add their own SES cre…

Updated 2 weeks ago by Sloan

Mail House Report

General. The Mail House Report is designed to give details of the mail house service usage within your company for a selected date range. How To. To open the Mail House Report, navigate to Reports >…

Updated 2 weeks ago by Sloan

Connections Email Configuration in LoanPro

General. LoanPro offers the option to send emails manually and automatically to your customers. By default, your emails get sent through LoanPro's Amazon SES account. Customers may want to use their…

Updated 2 weeks ago by Sloan

Connections Navigation Overview

General. Connections provides easy integration with third party services to make your lending process as seamless as possible. The Connections article covers the LoanPro integration with Connections…

Updated 2 weeks ago by Cole

Connections - Information Lookup

General. The Information Lookup section of Connections allows you to pull information on borrowers or potential borrowers. It is split up into three sub-sections of Contact Information, Background Re…

Updated 2 weeks ago by Cole

Connections

General. LoanPro supports several services that are offered by third-party organizations. These include services such as address lookup through the United States Postal Service and customer credit pu…

Updated 3 weeks ago by Sloan

Background Research – Government Shared Services

General. The Government Shared Services section of the Background Research tab lets you use services that are administered by the the US government. The only service offered in this section currently…

Updated 8 months ago by Cole

Connections Reports

General. The reports section is designed to give you more information about the services you are using inside of Connections and the amount spent on those services. The main section shows each use of…

Updated 9 months ago by Sloan