Contact information
This feature keeps your contact information up-to-date for your employees and customers. When your company’s Name, Address, Owner, or any other contact information changes, LoanPro’s Loan Management Software (LMS) makes it easy to adjust that information across all of LMS.
Updating company contact information
To update company contact information for an individual company, click the user at the top right of the page, then navigate to Account > Company Profile > Company Contact Information. Click 'Edit' at the right of the header. This window will open:
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Here's a breakdown of what data each field holds:
| Field | Description |
| Legal Name of Business | This is the legal name of your business, not the name you are doing business as. |
| Company EIN / Tax ID | This field is used for the number that identifies your business. |
| Friendly Business Name |
This is the name you are doing business under.
This is a simple text field. The company name is a value that is used throughout the system. This value can be merged into custom forms, payment receipts, and print bills. It also appears in the header of the company website.
Including any punctuation in this field, such as a comma, may affect company processes. To avoid this, keep the field free of punctuation. |
| Name of Business Owner | This is the name of the individual who owns the company. |
| Company Website | This is the web address of your company website, if you have one. |
| Administrative User | This is the person who your company has designated as the administrator of the software. |
| Web Domain Name | This is the subdomain or domain alias that will be used for a customer-facing website, built within LoanPro. The final URL for the website will be something like company.loanpro.software, where “company” will be replaced with the value you enter as your web domain name. Spaces are not allowed in this field. |
| Company Phone Numbers |
Used to organize your company phone numbers. You can designate a phone number as primary by clicking the key icon located to the right of the phone number field.
LoanPro also lets you specify the main purpose of a phone number using a drop-down list next to the phone number field. LoanPro also doesn’t restrict how many phone numbers can be entered. To add another number to the list of phone numbers for your company, simply click the plus icon located near the phone number field. Phone numbers in LMS are recursive. |
| Company Email Address |
LoanPro helps you organize your company email addresses. Selecting the key icon to the right will set the email as primary. LoanPro also lets you specify the main purpose of an email address using a drop-down list next to the email address field. LoanPro doesn’t restrict the number of email addresses you can use for your company. To add another email address for your company, click ‘Add new’ The email address field is a simple text field. Email addresses inside of LoanPro are recursive. |
| Company Website URL | This field is the web URL of your company website. The company website is used as a variable in custom forms, print bills, and payment receipts. This is not necessarily the same as the LoanPro customer website. |
| Primary Contact | The primary contact for your company can be selected from a drop-down menu. This menu is populated with the names of all the agent users within your company. To add an agent user, navigate to Users > Agent Users. The primary contact is the person within your company who is the primary contact with LoanPro. For security purposes, some requests made to LoanPro must be made in writing by the primary contact. |
| Company Address |
This is the physical address of your company, or headquarters. Address formats for the United States and Canada are supported inside of LoanPro. Addresses consist of four fields: Address line 1, Address line 2, ZIP/Postal Code, and City, and two drop-down lists: State/Province and country. To switch between countries for this or any address in LoanPro, select the country you want from the’ Country’ drop-down list. When entering a US address, the ZIP code will be decoded automatically through a United States Postal Service integration. |
Once you have updated all of the appropriate fields, click ‘Save’ to save those changes.
Outbound email addresses
Outbound email addresses are the emails used in customer correspondence via LMS. LoanPro uses an integration with Amazon Simple Email Service (SES) to facilitate email correspondence. You have the option to use your own email service as well. Even though all emails sent through LoanPro are actually sent by an outside service, you can make it look like they are coming from your email addresses. In order to do this, addresses must first be verified by Amazon SES or your email provider.
Verifying outbound email addresses
Email addresses can be verified by navigating to Settings > Company > Emails > Email Addresses.
Click the ‘Verify In Connections’ button in the Connections Status column to verify the address. After selecting ‘Verify In Connections,’ you will receive an email with a link to click ‘Verify Email.’ This step must be completed for the email address to be considered verified. If you have more than one email address entered, you can click the key icon to set the email address as primary.
To add an email address, click the ‘Edit’ button in the upper right.
Select the category of the email you entered from the drop-down on the left. The options available are: Billing Dept, Customer Service, Human Resources, Sales Dept and Servicing Dept, but if your email doesn’t fit into one of these departments you can mark it as Other.
Enter the email address in the field provided. Click the ‘Save’ button in the upper right to save the email address.
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