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General. LoanPro offers process wizards to make the completion of certain tasks easier and more straightforward. A wizard will move the user between pages inside a loan in a specified order. Instruct…
Updated 1 day ago by Sloan
General. Wizard groups let you specify a group of wizards to which agent users may have access. You may assign a specific wizard group to an agent user so that the agent will only be able to access w…
Updated 3 months ago by Sloan
General. Wizard roles are roles that can be assigned when using a specific wizard. They are similar to the roles that are assigned to to agent users and limit what they can see and do inside of LoanP…
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Updated 3 months ago
by Sloan