How can we help?

Account settings overview

Your tenant-level account settings affect your operations across the board. This article will cover both your company profile settings (including things like your timezone and date format) as well as the tenant-level settings that affect all of your loans, customers, and other features.

Company profile settings

Company Settings are used to set basic information for your business's contact information. If you'd like to update the settings that apply to your company, navigate to Account > Company Profile > Company Settings.

Next, click 'Edit' to make any changes.

Here is a breakdown of the information that can be updated on this page:

Setting Description
Timezone The timezone drop-down lets you select the time zone that will be used for your company inside of LoanPro Software. All of the displayed times will be adjusted for the time zone you select.
Lien Holder Code This is your company’s lien holder code. The lien holder code is a variable for use inside of LoanPro.  It can be used in custom forms, payment receipts, print bills, etc.
Cutoff Date The Cutoff Date is used as an absolute start date for all company loans and transactions. LoanPro will not let you create loans or log transactions previous to the Cutoff Date. This is used as a safeguard to prohibit your personnel from creating loans or logging transactions on dates that are years away from the intended date.
Date Format The date format selection lets you choose how dates will be displayed within the LoanPro system. The format you choose will affect all dates system-wide.
Include Today’s Interest in Payoff Here, you can select whether to include or exclude the interest for the final day of the loan in the payoff amount. More often than not, this selection is not based on a state regulation but is simply a company choice.
Lease Payoff Calculation

This sets a Lease Payoff Calculation for the whole tenant. The options are Standard or Full.

  • Standard: Principal Balance + Due Fees + Payoff Fees + Escrow bucket(s) options on payoff + Due Interest
  • Full: Principal Balance + Due Fees + Payoff Fees + Escrow bucket(s) options on payoff + Finance Charge (from TIL box) – Paid Interest.

After you solidifying your settings choices, click 'Save'.

Other tenant-level settings

When you log into LMS, you can access them through the Settings tab in the top right of the screen.

Clicking Settings opens a drop-down menu with the following options:

Settings What They Control
Loan

We should clarify that there are both loan-level and tenant-level loan settings. The loan settings page will control all kinds of options affecting individual loans, but the options in Settings > Loan affect all loans across the tenant.

What do tenant-level loan settings control?

Here's a quick list:

 
 
Line of Credit

Much like the tenant-level loan settings described above, these settings affect all line of credit accounts.

What do tenant-level line of credit settings control?

There are five tabs:

 
 
Company

These settings control user access, automation engine, filters, and notifications. It's also where you'll find settings for all of your integrations.

What do tenant-level company settings control?

Here's a full list of company settings:

  • Merchant settings concern Secure Payments.
  • Plug-ins deal with other software integrated through Connections.
  • Email controls do-not-disturb settings and the Context Engine Variables relating to your company's emails.  
  • SMS sets do-not-disturb settings and your templates.
  • Brackets let you configure the filters used in searches.
  • API settings let you change the API user. There are also links to our API documentation.
  • Notifications includes Event and Trigger Based Notifications.
  • The rules manager lets you save Clojure rules that can be used in Agent Walkthroughs, the Automation Engine, and other areas of LMS.
  • Imports include instructions, samples, and uploads.
  • Access lets you grant or restrict access to the software to your agent users.
  • User Authentication lets you set up Multi-Factor Authentication.
  • Smart Mail House settings let you set up address blocks and templates.
  • The global audit trail tracks changes to your tenant-level settings and configuration.
  • IP-based access let you whitelist and blacklist IP addresses.
 
 
Customer Tenant-level customer options control the custom fields that will appear on each customer, as well as the labelling options for statuses, note categories, and document sections. You can also set filters based on customer age and credit score.
Source Company Source Tracking are used to track either brick and mortar locations or third-party companies where loans originated (e.g., an related finance auto lender might create source companies representing individual dealerships). Their tenant-level settings will govern their custom fields, labeling, and defaults.
Defaults When you create a new loan, a customer, a transaction, or other entity, defaults can fill in most of the fields for you. None of those choices will be locked in, but having them preset can save agent users lots of time in their day-to-day servicing operations. 
Website If you're using LoanPro's out-of-the-box Customer Website, this area of the settings will let you edit each page and manage the site.

 

Was this article helpful?

Give feedback about this article

ON THIS PAGE

Account settings overview Company profile settings Other tenant-level settings
console.log(location);