LoanPro allows users to create sets of shortcuts to make performing common tasks quick and easy. Custom shortcut sets are particularly useful when combined with role-based access. Once you create a custom shortcut set, your shortcuts will appear as a set of icons in the header of each customer account.

The image above shows an example of a shortcut set. Clicking any of the icons on the right will take the user to that page of the software.

This article will walk you through both creating a shortcut set and also assigning those sets to agent users.

Creating a shortcut set

To create a shortcut set, navigate to Settings > Company > Access > Shortcuts inside your company account.

Click 'Add'.

Enter a name for the shortcuts set into the ‘Name’ field. Now, use the toggle switches to decide which icons should appear in your shortcuts set. You can choose up to five options for your icon set. For example, if you want to create a shortcut set for account servicers, you may include Log Payment, Quick Note, Promise, Post a Note, and Smart Checklist as your shortcuts.

Here is a list of the available shortcut options:

Once you have selected the shortcuts you want, click 'Save' to save the set.

Here, you will be able to view the agent users within your company. To assign a shortcut set to a user, click on any individual user. Then, within that user's information page, click 'Edit'.

Under the Profile Settings section, select a shortcut set from the dropdown menu to assign it to the agent user. Hit 'Save' when finished. Now, that agent user will be able to use your newly created shortcut set.