If you don't have a Connections account linked, you'll see this:

If no Connections account is linked, you have the option to either create a new one or link an existing one.

Create a New Account

To create a new account, click the 'Create An Account' link. This is an external link and will take you to a Connections sign-up page.

Enter an email address that will be used as the username for the account. Enter and confirm the password you would like for the account. Be sure your password meets the password requirements. Enter your company information and click 'Sign Up'. You should see a confirmation like the one below:

Now you can follow the steps in the 'Link an Existing Account' section below.

Link an Existing Account

To link an existing account, click the 'I Already Have One' link.

Enter your login credentials and click 'Save' to link your account.

Once you have a linked Connections account, you can manage your Connections settings and services directly inside LMS.

The settings area controls when and how money will be added to your account:

• Low point – This dollar amount is the lowest balance your Connections account can reach before funds are automatically added to your Connections account. These funds will be pulled from the payment profile you have on file with Connections.
• Amount – This is the dollar amount that will be automatically pulled from your card on file and added to your Connections balance when the balance reaches the specified low point.
• Payment profile – Here you can choose which of the payment profiles in your Connections account should be used to add money to your Connections balance.
• Notification by email – This setting lets you choose whether to receive an email each time funds are added to your Connections account.

The Services tab lets you choose which of the services should be available to users of your LoanPro account. 

Use the toggle switches to turn services on or off. If a service is turned off, the functionality will not work inside LoanPro. This is the best way to make sure you don’t accidentally use a service you don’t intend to.

You can also view and edit all of these services and options in Connections.

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 credentials or SMTP information to use a different email account or service.

Click the settings icon on the right of the email service row.

Choose an option from the Select Provider drop-down.

• If you select the SES option, you will be asked to enter your Access Key ID and Secret Access Key. You can also check the box to set you SES account as the default email provider.
• If you select SMTP, you will be asked to enter the host, username, and password. You can also check the box to set this as your default email provider.

Once you have entered the information, click ‘Save’.

The usage history reports allows you to see the amount of money that has been spent on any of the Connections services.

The report will automatically show you all of the Connections services you've used for the current month, but you have the option to change the date range or narrow the results down to a specific service type in the upper left corner of the main screen.

Each listed item will contain the following information:

• ID – This is the identification number of the transaction.
• Date – This is the date and time when the transaction was completed.
• Service – This is the type of Connections service that was used.
• Details – These are the details of the transaction, which can include two items:
  • Charges – The cost of the transaction.
  • Service response – The results of the transaction.

The Smart Mail House Report is designed to give details of the mail house service usage within your company for a selected date range. To open the Smart Mail House Report, navigate to Reports > Smart Mail House inside of connections and select a date range.

The report shows information for each letter sent to your customers using the mail house service. The report displays the following information:

• ID – This is the identification number of the mail house event.
• Date – This is the date and time when the event was created.
• From – This is the From address that was listed on the letter.
• To – This is the address that the letter was sent to.
• Details – This column gives a few more details regarding the letter.

Select 'Get CSV File' to download an excel file with the same information contained in the report. Select 'More' to see more details regarding the sent letter: