Secure payments works to safely store payment information, in collaboration with LoanPro’s LMS. This article explains how to view and update information that affects your communication with Secure Payments, as well as how to configure a payment profile in Secure Payments. This payment profile will be used to add funds to your Secure payments account. 

Secure Payments tenant profile

The ‘Profile’ tab of Secure Payments is where you view and update information that concerns your communication with Secure Payments. This includes three sections: API Credentials, Communication, and Multi-Factor Authentication Settings.

API Credentials

The API Credentials page shows the information needed to interact with Secure Payments via the API.

You can change your current password by clicking the edit button. A warning text will pop-up explaining potential consequences of changing the password if the account is linked to a Loan Management System account. Click ‘I Understand’ if you wish to proceed.

To change your password, simply enter your current password, the new password, and click ‘Save’.

When logging into the system, you have six attempts to log in before your account will be locked for 30 minutes this helps prevent brute-force, break-in attempts. You can either wait 30 minutes or contact an administrator to lift the lock. If your session is idle for 15 minutes, your session will be automatically ended, and you will be logged out of the software.

Communication

The Communication tab lets you view and change the email where Secure Payments notifications are sent. By default, it will be a copy of your username from the API Credentials page.  To edit this email, click the pencil icon in the top right corner. From there, just enter the new email and click 'Save'.

Multi-Factor Authentication

On the Multi-Factor Authentication (MFA) Settings page, you can request to update your MFA, which is required for file upload in Secure Payments.
 

Secure Payments payment profile

The ‘Payment Profiles’ section of Secure Payments is where you can add a payment profile for your account. This payment profile will be used to add funds to your account. 

To add a new payment profile:

1. Scroll down to My Account > Payment Profiles in the navigation pane on the left.
2. Click the plus icon in the top right corner.
3. The following payment profile window will display and ask for basic card information such as cardholder name, card info, and billing address. Once you've entered the necessary information, click 'Save.'
   
4.  After clicking 'Save', your payment profile information will be tokenized to ensure security. You can use this token to access the payment profile through the API. Secure Payments does not save the token, so this is your one chance to save it. Make sure to keep it in a safe place.

Adding funds

The ‘Payment History’ page of Secure Payments shows the payments that have been made to increase your company balance. To manually add funds to your account, navigate to My Account > Payment History and click the icon in the top right corner.

Enter the amount that you want to increase your balance in the 'Amount' field and click 'Save'. As noted in this window, the primary payment profile associated with your account will be used to increase your balance.