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General. Wizard roles are roles that can be assigned when using a specific wizard. A role defines what a user can see and do inside of LoanPro. Roles are assigned to agent users. Wizard roles superse…
Updated 2 weeks 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…
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…
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Updated 2 weeks ago
by Sloan