Data on Demand
Automate recurring data queries and securely receive results with LoanPro’s Data on Demand.
Data on Demand is a faster, easier connection to LoanPro's database. Instead of manually querying the database, you just select which queries you want to use and how often you want to run them, and then our team will set it up for you. The system will query the database at whatever frequency you specify, and then send you the results via the Report File Hub or in an encrypted .csv file.
Using Data on Demand
Since Data on Demand isn't a UI feature, you'll have to speak to a LoanPro representative to start using it. Just reach out to your normal point of contact and they'll connect you with our sales team, who can discuss pricing. Pricing will vary case by case depending on the scope of the project, the number and type of queries, and the cadence of delivery for those queries.
Once you've come to an agreement on pricing, they'll ask for a few things:
- Your queries - You work with your customer success manager to decide which queries you'll use.
- Your data destination - The system will automatically query the full LMS database, gathering data from the loans, customers, and other entities in your tenant.
- An encryption key - If you decide not to use the Report File Hub, we can send you an encrypted .csv file with the results of your query. You can then use the data for whatever you'd like.
We'll explain each as we walk through the process.
Queries
Your queries are the requests that you'll be sending to the LoanPro database. You can ask for the information from any of our Database Tables, or even join multiple tables together. You'll also choose a frequency for each query—anything from every couple minutes to every couple months.
In the future, we'll have a menu of pre-made requests you can choose from (or further customize).
Data destination
Once the system queries your data, it will compile your data in a .csv file and send it to you. We can send it through SFTP, a DropBox, Google Drive, or OneDrive account, or plain ol' email. (But bear in mind that email can't be encrypted, so we can't send you any sensitive data for compliance reasons.)
Report File Hub
File Report Hub is a native, encrypted file solution where documents can be stored and downloaded. This eliminates the need for an external SFTP site. Data on Demand reports can be uploaded to the file hub by the support team, but it can also be used to upload other documents.
Using this feature requires no setup as it is already built into your LoanPro tenant. To view or upload documents to the hub, navigate to Reports > Administration > Report File Hub.
The hub will display existing documents that can be downloaded or edited. To upload a new document click ‘Add’ then input a name and a tag. Finally, click ‘Save’ to complete the upload.
SFTP
Our preferred method for data destinations is using a Secure File Transfer Protocol (SFTP) connection to receive your data. You can set up an SFTP connection through AWS, and they host instructions on their site. You can also see their Pricing Details there.
Their instructions walk through most of the process, but there are a few things to note:
-
Information – You'll need to send us the following information
- Auth Type
- Auth Credentials
- Hostname
- Port
- Host Key Fingerprint (if applicable)
- Transfer Buffer Size – This is the size of the buffer used to transfer files. Our default and minimum is 32768. Larger sizes, if supported by the SFTP server, generally speed up transfers. Our maximum supported size is 327680.
-
Whitelisting – If you're restricting your connection to only whitelisted IPs, be sure to whitelist ours:
- 52.5.142.59
- 34.226.132.221
- 52.54.43.157
DropBox
You can also use DropBox to receive your data. Check out their website to learn more and sign up.
Once you've signed up, you'll need to provide a set of login credentials so we can access the account.
Google Drive
You can also use Google Drive to receive your data. Check out their website to learn more and sign up.
Once you've signed up, you'll need to provide a set of login credentials so we can access the account.
OneDrive
You can also use OneDrive to receive your data. Check out their website to learn more and sign up.
Once you've signed up, you'll need to provide a set of login credentials so we can access the account.
This is undoubtedly the easiest location we can send our data to—just send us an email address. As we mentioned above, however, we won't send you sensitive data. For example, we won't use email send you any kind of personally identifiable information (PII) like a borrower's name or address.
If you're using email as a data destination, file sizes are limited to 25 MB. If a file exceeds that size, we'll need to arrange another location to send it to.
Encryption key
ny files that contain Personally Identifiable Information (PII) must be encrypted. For files without PII, it's your choice whether or not to encrypt them, but we always recommend encrypting to add an extra layer of data security. We've found several tools that can help you create an encryption key.
Web Creation
You can create an encryption key online at PGPtool.org. As you sign up, follow these instructions:
- Make sure you're in the ‘Generate PGP Keys’ tab.
- Enter your name and email.
- For ‘Algorithm’, choose RSA.
- Set the key size to either 2048 or 4096.
- The ‘Expiry Duration’ is up to you, and determines how often the key will expire. You can choose Never (which means it will work indefinitely) or 1, 2, 4, or 8 years. After it's expired, you'll need to reset your encryption and send it to us again.
- Add a passphrase.
- Hit 'Generate Keys'.
- Download both the public and private keys.
From there, send LoanPro the public key, and keep the private key so you can decrypt the files we send.
Local Machine Creation
Local Machine Creation Process
- Download GnuPG
- Open the Terminal or Command Prompt.
- Execute the following command to generate a PGP key pair:
gpg --full-generate-key - Select RSA key with 3072 bits. Enter the other information.
- Execute the following command to list the PGP keys for which you have both a public and private key:
gpg --list-secret-keys --keyid-format LONG - Copy the public and private keys.
- Provide Public Key to LoanPro to use for encrypting files.
- Keep Private Key For Decryption of file.
Once you're ready to start choosing your queries, check out the articles in our Index of Database Tables.
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