LoanPro's User Group Defaults allow you to assign loan setup configurations for your personnel. If you're a lender who has groups of personnel who often give out similar loans, User Group Defaults make it easier to create those loans. For example, say you're a lender who specializes in short term personal loans and long term business-to-business loans, and you use two separate teams of personnel to focus on each type. Creating User Group Defaults will streamline the loan creation process for each member of your personnel by assigning them default loan settings when they create a new loan.

Setting defaults for user groups

To create a new group of user defaults, navigate to Settings > Defaults > New Loan > User Group Defaults inside your company account.

Next, click 'Add'.

Enter a name for this group of defaults into the 'Title' field. Then, choose a default loan type from the 'Loan Type' field.

Assigning default groups

Once you’ve created your defaults, you can assign the default group you created to your agent users. To do this, navigate to Users > Agent Users inside your company account. Next, click the agent user you want to assign the defaults to.

Click 'Edit' on the Profile & Access tab.

Now, choose the set of defaults you want to apply from the 'New Account Default Settings'. You can also choose Loan Type Specific if you want this user to have the loan type specific defaults.

Finalize your settings by clicking 'Save'.