Role-based access controls
Role-Based Access Controls (RBAC) ensure that only authorized users have access to sensitive information and actions within the software. In LoanPro, you can customize multiple roles with the exact access needed and assign them to users. With RBAC, users only have access to what they need to fulfill job functions, which ultimately saves time and helps keep data secure.
Creating agent user Role-Based Access
To create a role, navigate to Settings > Company > Access > Role-Based Access within your company account and click ‘Add New Role’. You can also click the icons to the right of the roles to either duplicate, edit, or delete a role.
There are three stages for adding/editing a role: General, Role Access, and API Role Access. Each step and the fields are listed below.
General
- Name – The name of the role. The name should distinguish the role from other roles set up for your company.
- Description – This is a brief description of the role and should briefly describe the level of access.
- Customer SSN Visible – Selecting 'Yes' allows users with this role to see customers' government-issued identification numbers. These include Social Security Numbers (SSN) for US consumers; Social Insurance Tracking Numbers (SIN) for Canadian consumers; and Employee Identification Numbers (EIN) for US companies. If 'No' is selected, the agent user will only see the last four digits.
- Customer Bank Account Number Visible – This allows you to choose whether you want the bank account information visible to the user assigned to this role.
-
Date of Birth Visibility – This allows you to conceal customer date of birth information from the users assigned to this role. There are several options available:
- Uncensored (01/15/2000)
- Full Censored (XX/XX/XXXX)
- Year Censored (01/15/XXXX)
- Day/Year Censored (01/XX/XXXX)
- Month/Year Censored (XX/15/XXXX)
Once you've finished filling out the role settings, click ‘Next’ to determine the role's level(s) of access.
UI role access
Here you can use the expandable tree to specify which areas of the software users with this role will have access to. Expand sections by clicking on the arrows to the left of section titles, or click ‘Expand All’ to unfurl the whole tree. You can also search for a specific access setting with the search bar at the top.
You can grant access to an entire section (by clicking the box next to the section title), or you can grant access to individual items (by clicking on their corresponding checkboxes). This resource tree holds hundreds of options which are all listed later in this article.
Once you have checked all the desired boxes, click ‘Next’.
API role access
API access limits which API endpoints a user can and cannot use. This is useful for anyone who may need to use the API for one or many specific tasks. To determine the access for a role, use the resource tree to select which API endpoints you’d like this role to have access to.
Once you’ve completed this step click ‘Finish’ to save the role.
Assigning agent user roles
Each user in LoanPro should be assigned a role that determines what they can and cannot access in LoanPro. Tenant Admin users can assign roles to agents users. This section will explain how to assign your custom roles to an agent user.
Assigning a role
To begin, navigate to Users > Agent Users, then select a specific agent. This will open the Profile & Access tab which gives a general overview of the current settings of this user. To update or change settings click ‘Edit’.
You can assign an agent user to a role by selecting the role dropdown menu located under the Profile Settings section as shown in the image below.
You'll see roles grouped into two sections, Global and Tenant.
- Global roles are defaults, and are automatically available in each tenant. These roles are designed to match the most common needs across the industry.
- Tenant roles are custom roles your company has created. These take a bit more work to set up, but cater to your specific needs.
After selecting a role, click 'Save' to finish.
Resource tree
Here's a list of all available role access options:
Loan Manager
New Loan Manager
| Access Resources | Description |
| New Loan | Grants access to create a new loan. |
| *Loan Actions |
Grants access to a number of loan actions in New Account Manager. Checking this box will allow this role to use all the Loan Actions features. *See table below for more information on the sub-items within the Loan Actions branch. |
| *Searches |
Grants access to a number of searches users can do in the New Account Manager. Checking this box will allow this role to use all the Searches features. *See table below for more information on the sub-items within the Searches branch. |
Loan Actions
| Access Resources | Description |
| Send to Billing | Grants access to send to billing. |
| Send SMS | Grants access to send mail through the SMS tool. |
| Create Custom Forms | Grants access to create/edit a custom form |
| Send to Mail House | Grants access to send mail to the Mail House. |
| Run TCN Campaign | Grants access to communicate with customer's through TCN. |
| Create Collector Queue | Grants access to create a new collection queue/edit an existing one. |
| Send Email | Grants access to send an email to a customer. |
| Run Loan Admin Tool | Grants access to run the loan admin tool. |
| Run Escrow Analysis | Grants access to run an escrow analysis. |
| Generate Credit Report | Grants access to generate a credit report. |
| Scheduled Report | Grants access to schedule a report. |
| Export to CSV | Grants access to export to CSV file. |
| Reports | Grants access to run a report. |
| Configure Columns | Grants access to configure columns. |
| Import Via CSV | Grants access to import via CSV |
Searches
| Access Resources | Description |
| New Search | Grants access to create a new search in the Account Manager. |
| All Searches | Grants access to a list of all the searches you've made and the search options. |
| Search Options |
Grants access to various search options:
|
| View and Load | Grants access to view and load saved Searches. |
Line of Credit
Line of Credit
| Access Resources | Description |
| New Line of Credit | Grants access to create a new Line of Credit account. |
| *Settings Tab |
Grants access to the tabs located in the Settings Tab. Checking this box will allow this role to use all the Settings Tab features. *See table below for more information on the sub-items within the Settings Tab branch. |
| Line of Credit Manager | Grants access to the Line of Credit manager page where a user can search and view |
| *Line of Credit Menu |
Grants access to the tabs located in the Line of Credit Menu. Checking this box will allow this role to use all the Line of Credit Menu features. *See table below for more information on the sub-items within the Line of Credit Menu branch. |
Settings Tab
| Access Resources | Description |
| Line of Credit Settings | Grants access to the Line of Credit Settings. |
| Quick Actions |
Grants access to settings regarding Quick Actions. The sub-items in this feature include:
|
| Charges | Grants access to Recurring Charges. |
Line of Credit Menu
| Access Resources | Description |
| Cards |
Grants access to the Cards tab within the line of credit account page. The sub-items in this feature include:
|
| Reports |
Grants access to Reports tab within the line of credit account page. The sub-items in this feature include:
|
| *Account Settings |
Grants access to the Line of Credit Settings tab, which allows you to configure settings within the account. Checking this box will allow this role to use all the Account Settings features. *See table below for more information on the sub-items within the Account Settings branch. |
| Tools |
Grants access to the Tools tab and whether they can be added, edited, or deleted. The sub-items in this feature include:
|
| Customer | Grants access to the Customer Manager. |
| Statements | Grants access to view Statements. |
| Autopay |
Grants access to Autopay tab. The sub-items in this feature include:
|
| Account Summary |
Grants access to account's summary page, which also includes Transactions Data Options and Log Transactions features. The sub-items in this feature include access to the following options:
|
| Servicing |
Grants access to Servicing tab and certain actions for each included feature. The sub-items in this feature include:
|
Account Settings
| Access Resources | Description |
| Account Linking |
Grants access to Account Linking features. The sub-items in this feature include:
|
| Settings |
Grants access to Settings features and whether they can be viewed or edited. The sub-items in this feature include:
|
| Setup |
Grants access to Setup features and whether they can be viewed or edited. The sub-items in this feature include:
|
Product Navigation
Product Navigation
| Access Resources | Description |
| Secure Payments | Grants access to a single-button-click login to Secure Payments |
| Connections | Grants access to a single-button-click login to Connections |
Dashboard View
Dashboard View
| Access Resources | Description |
| Create Widgets | Grants access to creating widgets and adding them to existing dashboards. Dashboards act as the home page for agent users and contain widgets that show loan information. |
| Share Dashboard | Grants access to share dashboards between agent users. |
| Add Dashboard | Grants access to create new dashboards. |
| Company Profile | Grants access to view company profile in the dashboard. |
| Admin Tools |
Grants access to the Admin Tools. The sub-items in this feature include:
|
Reports
Reports
| Access Resources | Description |
| *Administration Reports |
Grants access to Administration Reports section. Checking this box will allow this role to use all the administrative reports features. *See table below for more information on the sub-items within the Administration Reports branch. |
| Servicing Reports |
Grants access to Servicing Reports. The sub-items in this feature include:
|
| *Transaction History Reports |
Grants access to the Transaction History Reports section. These reports show transactions for all loans. Checking this box will allow this role to use all the Transaction History Reports features. *See table below for more information on the sub-items within Transaction History Reports. |
| *Forecast Reports |
Grants access to the Forecast Reports section. These reports show expected future transactions and revenues. Checking this box will allow this role to use all the Forecast Reports features. *See table below for more information on the sub-items within Forecast Reports. |
Administration Reports
| Access Resources | Description |
| Report File Hub | Grants access to the Report File Hub. The report file hub allows the user to access, view, and download reports stored within the Report File Hub. |
| Special Report | Grants access to the Special Report. The special report allows the user to create a file to transact payments through a flat-file-based system. |
| Custom Query Reporting | Grants access to the Custom Query Reporting. The custom report allows the user to generate a report of any static loan and customer data. |
| Calculated Interest Accrual Report | Grants access to the Calculated Interest Accrual Report. |
| Reverse Calculated Loan Archive Report | Grants access to the Reverse Calculated Loan Archive Report. This report shows numbers and other loan information for specific days in the past as calculated with all currently available data. |
| Historical Loan Archive Report | Grants access to the Historical Loan Archive Report. This report shows numbers and other loan information for specific days as the information existed on those days. |
| Static Pool Report | Grants access to the Static Pool Report. This report shows the health of a pool of loans over time. |
Transaction History Reports
| Access Resources | Description |
| Enhanced Funding | Grants access to Enhanced Funding reports. Enhanced Funding is an updated version of our old funding tool. |
| Webhook Report | Grants access to the Webhook Report. |
| Interest Adjustment Report | Grants access to the Interest Adjustment Report. |
| Action & Results Report | Grants access to the Actions & Results Report. |
| Advancements Report | Grants access to the Advancements Report. This report shows a record of advancement of funds (except on the date a loan was created) and credits. Credits represent forgiveness of a portion of loan principal. |
| Credits Report | Grants access to the Credits Report. Credits represent forgiveness of a portion of loan principal. |
| Escrow Estimated Disbursement | Grants access to the Escrow Estimated Disbursement Report. This is a report of estimated disbursements for all loans. |
| Escrow Transaction Report | Grants access to the Escrow Transaction Report. This is a report of escrow transactions for all loans. |
| System Notes | Grants access to the Note History Report. This report shows note history. |
| Loan Alert History | Grants access to the Loan Alert History Report. This report shows changes made to loan alerts. |
| Charge Off History | Grants access to the Charge Off History Report. This report shows charge-offs for all loans. A charge-off is a portion of the loan principal that has been deemed uncollectible. |
| Days Past Due Report | Grants access to the Days Past Due Report. This report shows the number of days past due for all loans. |
| Amount Past Due Report | Grants access to the Amount Past Due Report. This report shows the amount past due for all loans. |
| New Accounts | Grants access to the New Accounts Report. This report shows newly created loans in LoanPro by date. |
| Reversed Payments Report | Grants access to the Reversed Payments Report. This report shows payments reversed for all loans. |
| Suspend/Resume Interest | Grants access to the Suspend/Resume Interest Report. This report shows all elections to stop or restart accruing interest on each loan. |
| Promises Report | Grants access to the Promises Report. This report shows the record of commitments made by customers for each loan. |
| Notes Report | Grants access to the Notes Report. This report shows notes created by users for each loan. |
| SMS Report | Grants access to the SMS Report. This report shows a history of SMS messages sent to customers on each loan. |
| Due Date Changes Report | Grants access to the Due Date Changes Report. This report shows a history of due date changes for each loan. |
| Funding Report | Grants access to the Funding Report. This report shows a record of each loan funded using LoanPro’s funding tool. |
| Charges Report | Grants access to the Charges Report. This report shows a history of charges logged for all loans. |
| Payment Breakdown Report | Grants access to the Payment Breakdown Report. This report shows payments made on all loans and how those payments were allocated between interest, principal, fees, escrow, etc. |
Forecast Reports
| Access Resources | Description |
| Scheduled Payments Report | Grants access to the Scheduled Payments Report. This report shows payments that are scheduled for future days. These are the originally-scheduled payments on a loan and don’t take actual payment history into account. |
| Forecast Payment Report | Grants access to the Forecast Payments Report. This report shows forecast payments for each loan. Forecast payments are different from scheduled payments in that they take into account the loan payment history when calculated. |
Tools
Tools
| Access Resources | Description |
| Loan Admin Tools | Grants access to the Loan Admin Tools. These tools allows the user to create bulk rule evaluations that may change loan stoplights, flags, or other rules applications. |
| Escrow Analysis Tools | Grants the ability to use the Escrow analysis tool. |
| Quick Quote | Grants access to the Quick Quote. This tool allows the user to create a temporary loan, which will be deleted unless converted to a real loan. |
| Restore | Grants access to the Restore tool. This tool allows the user to restore deleted loans. |
| Credit Reporting | Grants access to the Credit Reporting tool. This tool allows the user to generate credit reporting data. |
| Collector Queue | Grants access to the Collector Queue. This tool allows the user to view the Collector Queue Report and Create New Collector Queue. |
| *Customer Communication | Grants access to all Customer Communication tools. This tool allows the user create on-off communications with customers. Checking this box will allow this role to use all the Customer Communication features.*See table below for more information on the sub-items within the Customer Communication branch. |
| AutoPay | Grants access to the automatic payment tool. This tool allows the user to view, edit, process, or cancel existing automatic payments. |
| Notification Engine | Grants access to the Notification Engine. This tool allows the user to view and create notifications for internal, company use. |
Customer Communication
| Access Resources | Description |
| Mail House | Grants access to the automated mailing tool. This tool allows the user to automatically send documents through the mail to the customer. |
| Custom Forms | Grants access to the Custom Forms tool. This tool allows the user to generate custom forms, which merges loan and customer information into a form template. |
| Billing | Grants access to the Billing tool. This tool allows the user to generate billing statements for a group of loans. |
| Phone (TCN) | Grants access to the automated phone calls tool. This tool allows the user to send a mass phone call campaign to customers. |
| SMS | Grants access to the SMS text message tool. This tool allows the user to send SMS text messages to customers. |
| Grants access to the Email tool. This tool allows the user to send email messages to customers. |
Loan
Inside of a Loan
| Access Resources | Description |
| Autopay Shortcut | Choose whether the option to provide a quick link, in the loan header, to the AutoPay section of the loan will be available. |
| Credit Shortcut | Choose whether the option to provide a quick link, in the loan header, to the Log a Credit section of the loan will be available. |
| Transactions Report Shortcut | Choose whether the option to provide a quick link, in the loan header, to the Transactions report of the loan will be available. |
| Archive Report Shortcut | Choose whether the option to provide a quick link, in the loan header, to the Archive Report of the loan will be available. |
| Custom Forms Shortcut | Choose whether the option to provide a quick link, in the loan header, to the Custom Forms section of the loan will be available. |
| Change Due Date Shortcut | Choose whether the option to provide a quick link, in the loan header, to the Change Due Date tool within the loan will be available. |
| Promises Shortcut | Choose whether the option to provide a quick link, in the loan header, to the Promises section of the loan will be available. |
| Advancement Shortcut | Choose whether the option to provide a quick link, in the loan header, to the Log an Advancement section of the loan will be available. |
| Edit Alert | Grants access to edit the loan alert. This will grant access to edit the alert both on the Loan Summary and in the Note Manager/Alerts area. |
| Payoff Details Link | Choose whether the option to provide a quick link, in the loan header, to the Payoff Details section of the loan will be available. |
| Quicknote Shortcut | Grants access to the Quick Note shortcut. |
| Charge Shortcut | Grants access to the Charge shortcut. |
| Payment Shortcut | Grants access to the Payment shortcut. |
| *Tabs inside of a Loan |
Grants access to the sections inside a loan. Checking this box will allow this role to use all the Tabs inside of a Loan feature. *See table below for more information on the sub-items under the 'Tabs inside of a Loan' branch. |
Tabs inside of a Loan
| Access Resources | Description |
| Wizards |
Grants access to the Wizards section of a loan. The sub-items in this feature include:
|
| Rules Applied |
Grants access to the Rules Applied section of a loan. The sub-items in this feature include:
|
| Reports |
Grants access to the Reports section of a loan. These reports include:
|
| *Setup |
Grants access to the Setup Terms section of the loan. Checking this box will allow this role to use all the Setup features. *See table below for more information on the sub-items within the Setup branch. |
| *Collateral |
Grants access to the Collateral tab inside of a loan. Checking this box will allow this role to use all the Collateral features. *See table below for more information on the sub-items within the Collateral branch. |
| *Servicing |
Grants access to the Servicing tab inside of a loan. Checking this box will allow this role to use all the Servicing features. *See table below for more information on the sub-items within the Servicing branch. |
| *Settings |
Grants access to the Collateral Tracking tab inside of a loan. Checking this box will allow this role to use all the Settings features. *See table below for more information on the sub-items within the Settings branch. |
| *Customer |
Grants access to the Customer tab inside of a loan. Checking this box will allow this role to use all the Customer features. *See table below for more information on the sub-items within the Customer branch. |
| Account Summary | Grants access to the Summary page within an account. |
Setup
| Access Resources | Description |
| Force | Grants access to the force tool. This tool allows the user to create a custom payment schedule. |
| Roll APR | Grants access to the Roll APR tool. |
| Processes | Grants access to the loan renewal tool. |
| Smooth | Grants access to the smooth tool. This tool allows the user to calculate a payment schedule with uniform payment amounts. |
| Reg Z | Grants access to allow the manual entry of Truth-In-Lending Act disclosure numbers. |
| Roll Schedule | Grants access to the Roll Schedule tool inside the loan setup. |
| Roll Payment | Grants access to the Roll Payment tool. |
| Round | Grants access to automatically calculate and apply a round amount to a loan’s final scheduled payment so the amount will match the other scheduled loan payments. |
| Fund | Grants access to fund a loan. |
| Activate | Grants access to activate a loan. |
| InActivate | Grants access to inactivate a loan. |
| *Setup Tools |
Grants access to the Setup Tools section of a loan. Checking this box will allow this role to use all the Setup Tools features. *See table below for more information about the sub-items within the Setup Tools branch. |
| Initial Setup | Grants access to the Initial Setup feature. This feature allows the user to enter the numbers and settings that determine loan payment, interest rate, schedule, etc. for the setup of a loan. |
Setup Tools
| Access Resources | Description |
| Interest Rate Change | Grants access to setup interest rate change. |
| Interest Adjustment | Grants access to setup interest adjustment. |
| Enhanced Funding | The new and enhanced funding tool allows the user to fund the loan in one or more transactions, either to the borrower directly or through a source company. |
| Funding Add Button | Grants access to the ADD button inside the Enhanced Funding setup tool. |
| Custom Fields Save Button | Grants access to the SAVE button inside the Custom Fields tool. |
| Suspend Payment Button | Grants access to the SAVE button inside the Suspend Payments tool. |
| Modification Modify Loan Button | Grants access to the MODIFY LOAN button inside Modification tool. |
| Late Fees Edit Button | Grants access to edit the late fee configuration. |
| Curtailment Dates Save Button | Grants access to the save curtailment dates on a loan. |
| Curtailment Dates | Grants access to add curtailment dates or apply curtailment templates on a loan. |
| Roll Schedule | Grants access to the Roll Schedule setup tool. |
| Late Fees | Grants access to the Late Fee configuration Setup Tool inside a loan. |
| Past Due Adjustments |
Grants access to the past due adjustments area. The sub-items in this feature include:
|
| Modification | Grants access to the Modification tool. This tool allows the user to modify all the loan terms. |
| Suspend Payments | Grants access to the Suspend Payments tool. This tool allows the user to suspend forecast payments and is usually used to calculate a future payoff that assumes no payments will be made until the payoff date. |
| Custom Fields | Grants access to the Custom Fields setup tool. This tool allows the user to change the values of setup custom fields on the loan. |
| Live/Archive |
Grants access to the Live/Archive setup tool. The sub-items within this feature include:
|
| Additional Information | Grants access to the Additional Information setup tool. This tool allows the user to change the values of the additional information fields on the loan. The "SAVE" tab grants access to the "SAVE" button inside Additional Information. |
| Suspend/Resume Interest |
Grants access to the Suspend/Resume Interest setup tool. This tool allows the user to specify when interest should and should not accrue on the loan and access the Transactions feature. The sub-items in this feature include:
|
| Change Due Date | Grants access to the Change Due Date section of the Change Due Date setup tool. This section allows the user to make changes to loan payment due dates. |
| Funding | Grants access to the Funding setup tool. This tool allows the user to fund a loan, including sending funds to the borrower or source company. |
| Advancements/Credits | Grants access to the Advancements/Credits setup tool. This tool allows the user to add and remove credits and advancements from the loan. |
Collateral Tracking
| Access Resources | Description |
| Collateral Tracking | Grants access to the Collateral Tracking area. This area allows the user to enter and update collateral and insurance information. |
| Insurance Tracking | Grants access to the Insurance Tracking section. This section allows the user to enter and edit insurance information. |
| Collateral Tracking | Grants access to the Collateral Tracking section of the the Collateral Tracking area. This section allows the user to add and edit collateral information and the collateral image. |
Servicing
| Access Resources | Description |
| PPP SBA Documents | Grants access to view PPP SBA documents. |
| Bankruptcy |
Grants access to the Bankruptcy section inside a loan. This section allows the user to view and manage bankruptcies. The sub-items in this feature include:
|
| *Net Charge Off |
Grants access to the Net Charge Off section inside a loan. Checking this box will allow this role to use all the Net Charge Off features. *See table below for more information about the sub-items within the Net Charge-Off branch. |
| *Promises |
Grants access to the Promises section. This section allows the user to add and edit loan commitments. Checking this box will allow this role to use all the Promises features. *See table below for more information about the sub-items within the Promises branch. |
| *Custom Forms |
Grants access to the Custom Forms section. This section allows the user to generate and print template forms, and send them to DocuSign if available. Checking this box will allow this role to use all the Custom Forms features. *See table below for more information about the sub-items within the Custom Forms branch. |
| *Documents |
Grants access to the Documents section. This section allows the user to upload and download forms to a loan account. Checking this box will allow this role to use all the Document features. *See table below for more information about the sub-items within the Documents branch. |
| Checklist | Grants access to the Smart Checklist section. This section allows the user to update or edit the checklist on a loan. |
| *Notes |
Note Manager grants access to all of the sections found within this tree branch. Checking this box will allow this role to use all the Notes features. *See table below for more information about the sub-items within the Note Manager branch. |
| *Charges |
Grants access to the Charges section. This section allows the user to log charges on the loan. Checking this box will allow this role to use all the Charges features. *See table below for more information about the sub-items within the Charges branch. |
| *Autopay |
Grants access to the AutoPay section. This section allows the user to manage the AutoPays. Checking this box will allow this role to use all the Autopay features. *See table below for more information about the sub-items within the AutoPay branch. |
| *Payments |
Grants access to the Google Cloud Print button. This button allows the user to Google Cloud Print the payment receipt. Checking this box will allow this role to use all the Payment features. *See table below for more information about the sub-items within the Payments branch. |
Net Charge Off
| Access Resources | Description |
| Preview Receipt | Grants access to preview receipts that are generated when a net charge-off occurs. |
| Flag Charge-Off | Grants access to flag payments and credits as charge offs inside the Adjustments area. |
| Charge Off History | Grants access to the History area. This area allows the user to view and log recovery payments. |
| Adjustments | Grants access to the Adjustments area. This area allows the user to flag payments and credits as charge-off transactions. |
| Reverse | Grants access to reverse recovery payments inside the History area. |
| Edit | Grants access to edit recovery payments inside the History area. |
| Log Recovery Payment | Grants access to the Log Recovery Payment button inside the History area |
Promises
| Access Resources | Description |
| Mark Promise Fulfilled | Grants access to the ability to mark Promises as fulfilled. |
| Delete | Grants access to delete a Promise. |
| Edit | Grants access to edit a Promise. |
| Data Options | Grants access to export Promise data. |
| Add | Grants access to the ADD button. This allows the user to add a new Promise. |
Custom Forms
| Access Resources | Description |
| Electronic Signature | Grants access to send a generated template form to an integrated, electronic signature platform. |
| Generate PDF | Grants access to generate and download a PDF version of a template form. |
| Data Options | Grants access to generate and download multiple template forms as either a PDF or ZIP file. |
Documents
| Access Resources | Description |
| Inactivate | Grants access to inactivate documents. |
| Activate | Grants access to activate inactivated documents. |
| Edit | Grants access to edit an uploaded document. This option allows the user to update the name and category of the document ONLY. |
| Download | Grants access to download a document. |
| Visible | Grants access to set a document as visible to the borrower on the borrower website. |
| Add | Grants access to upload new forms. |
Notes
| Access Resources | Description |
| Web Hooks | Grants access to the Web Hooks page in the Servicing tab. This allows users to export or resend Web Hooks or grant access to download the response and source payloads. |
| Actions and Results | Grants access to the Actions and Results section. This allows the user to view and manage Actions and Results. |
| Loan Alert | Grants access to the Loan Alert area of the Note Manager/Alerts section. This area allows the user to view and update the loan alert and view the alert history. |
| System Notes | Grants access to the System Notes and to export them. |
| Notes |
Grants access to the Note Manager area. The sub-items in this feature include:
|
Charges
| Access Resources | Description |
| Fees Paid By | Grants access to update the Fees Paid By setting. This setting determines whether fees will come due on the first day of the payment period in which they fall, or on the actual fee date. |
| Reverse | Grants access to reverse an existing charge. |
| Edit | Grants access to edit an existing charge. |
| Add | Grants access to add a new charge. |
| Data Options | Grants access to generate an excel data dump of the charges. |
| Recurring Charges |
Grants access to recurring charges tab. The sub-items in this feature include:
|
Autopay
| Access Resources | Description |
| Revert Status and set it as pending | Grants access to undo AutoPays and set the status to pending. |
| Process | Grants access to the Process button. This button allows the user to process an existing autopay. |
| Edit | Grants access to the Edit button. This button allows the user to edit an existing autopay. |
| Cancel Autopay | Grants access to the Cancel button. This button allows the user to cancel an existing autopay. |
| Schedule New Autopay | Grants access to the Schedule New AutoPay button. This button allows the user to schedule a new autopay. |
| Suspend Autopay Processing | Grants access to the Suspend AutoPay Processing button. This button allows the user to suspend or resume AutoPay processing. |
Payments
| Access Resources | Description |
| Apply Button on Mark as Fulfilled Modal | Grants access to manually mark a payment commitment as fulfilled after logging a payment. |
| Google Cloud Print | Grants access to the Google Cloud Print button. This button allows the user to Google Cloud Print the payment receipt. |
| Receipt | Grants access to the Receipt button. This button allows the user to Preview a PDF version of the payment receipt. |
| Create New Order | Grants access to the Create New Order button. This button allows the user to create a new order for PayNearMe. |
| Reverse | Grants access to the Reverse button. This button allows the user to reverse an existing payment. |
| Edit | Grants access to the Edit button. This button allows the user to edit an existing payment. |
| Log Payment | Grants access to the Log Payment button. This button allows the user to log a payment or a recovery payment. |
| Data Options | Grants access to the Data Options button. This button allows the user to export the payment data to excel. |
Settings
| Access Resources | Description |
| Account Linking |
Grants access to the Account Linking section. The sub-items ins this feature include:
|
| Escrow |
Grants access to the Escrow. The sub-items in this feature include:
|
| Settings | Grants access to view or view and edit the Settings page within the Loan Settings. |
Customer
| Access Resources | Description |
| Set/Unset Other | Grants access to the Set as Other button. This button allows the user to mark a customer as an other borrower on a loan. |
| Data Options | Grants access to export Customer information. |
| Add Link | Grants access to the Link Existing Customer button. This button allows the user to link an existing customer to the loan. |
| Set/Unset Secondary Customer | Grants access to the Set as Secondary button. This button allows the user to mark a customer as the secondary borrower on a loan. |
| Set/Unset Primary Customer | Grants access to the Set as Primary button. This button allows the user to mark a customer as the primary borrower on a loan. |
| Communication History | Grants access to the Communication History section. This section allows the user to view the communication history of SMS, Email, TCN, and Smart Mail House. |
| Delete Icon | Grants access to the Remove button. This button allows the user to remove a customer from the loan. |
| Add Customer | Grants access to the Add New Customer button. This button allows the user to add a new customer that has not been previously created to the loan. |
| *Links |
Grants access to the Links and Access section. This section allows the user to view all loans that the customer is linked to as well as control the communication access for the customer. (Email, Web, SMS). Checking this box will allow this role to use all the Links features. *See table below for more information on the sub-items within the Links branch. |
| *Tools |
Grants access to the Customer Tools section. This section allows the user to pull customer credit, use OFAC InstaCheck, and verify the customer address. Checking this box will allow this role to use all the Tools features. *See table below for more information on the sub-items within the Tools branch. |
| *Documents |
Grants access to the Documents section. This section allows the user to upload and download customer documents. Checking this box will allow this role to use all the Documents features. *See table below for more information on the sub-items within the Documents branch. |
| *Notes |
Grants access to the notes section in the Customer Manager. This section allows the user to add, edit, or delete customer notes. Checking this box will allow this role to use all the Notes features. *See table below for more information on the sub-items within the Note Manager branch. |
| References |
Grants access to the references section in the Customer Manager. The sub-items in this feature include:
|
| *Payment Profiles |
Grants access to the Payment Profiles section. This section allows the user to add, edit, or inactivate payment profiles that are linked to the customer. Checking this box will allow this role to use all the Payment Profiles features. *See table below for more information on the sub-items within the Payment Profiles branch. |
| Employer |
Grants access to Customer Employer Info. The sub-items in this feature include:
|
| *Contact and Personal Information |
Grants access to the Contact & Personal Information section of a customer. This section allows the user to edit custom information and use customer tools like address verify and credit pulling. Checking this box will allow this role to use all the Contact and Personal Information features. *See table below for more information on the sub-items within the Contact and Personal Information branch. |
Links
| Access Resources | Description |
| Add Link | Grants access to add a link to the Links and Access section in the Customer Manager. |
| Email Access | Grants access to enroll customers for email messages sent through LoanPro. |
| Web Access | Grants access to enroll customers for access to the borrower website. |
| SMS Access | Grants access to enroll customers for SMS messages. |
Tools
| Access Resources | Description |
| Pull Credit Score | Grants access to pull customer credit. |
| OFAC Compliance Test | Grants access to test borrower information against the OFAC list of specially designated nationals. |
| Edit Credit Score | Grants access to manually edit customer credit score. |
| CCPA/PIPEDA | Grants access to the CCPA/PIPEDA tool options. |
| Address Validator | Grants access to verify customer addresses against the USPS database. |
Documents
| Access Resources | Description |
| Inactivate | Grants access to inactivate an active document. |
| Edit | Grants access to edit a document name and assigned section. |
| Download | Grants access to download a customer document. |
| Add | Grants access to upload a new customer document. |
| Activate | Grants access to activate a document. |
| Show Customer Docs | Grants access to view customer documents. |
Notes
| Access Resources | Description |
| Notes | Grants access to the Customer Notes tab, which stores notes that are associated with the customer. |
| History Data Options | Grants access to export customer system note information. System notes keep track of actions taken in the software or messages sent automatically. |
| History | Grants access to the History section of customer notes. The History section shows notes recorded by the system when changes are made to the customer in the software. |
| Edit | Grants access to edit a customer note. |
| Delete | Grants access to delete customer notes. |
| Data Options | Grants access to export customer notes. |
| Add | Grants access to add a new customer note. |
Payment Profiles
| Access Resources | Description |
| Set Secondary | Grants access to designate a payment profile as the secondary profile on an account. |
| Set Primary | Grants access to designate a payment profile as the primary payment profile on an account. |
| Active/Inactive | Grants access to toggle the status of a payment profile between active and inactive. |
| Remove | Grants access to remove a payment profile. |
| Edit | Grants access to edit a payment profile. |
| Validate | Grants access to validate a payment profile. |
| Add | Grants access to add a new payment profile. |
Contact and Personal Information
| Access Resources | Description |
| Verify SMS | Grants access to verify a customer’s phone number to receive SMS messages. |
| Verify Addresses | Grants access to verify customer addresses against the USPS database. |
| OFAC Test | Grants access to test customer information against the OFAC list of specially designated nationals. |
| Edit | Grants access to edit customer contact information. |
| Do Not Call Disabled | Grants access to disable the do-not-call flag for a customer phone number. |
| Do Not Call Enabled | Grants access to enable the do-not-call flag for a customer. |
| Carrier Lookup | Grants access to lookup the carrier of a customer’s phone number. |
Users
Users
| Access Resources | Description |
| *Source Companies |
All the roles options related to Source Companies. Checking this box will allow this role to use all the Source Companies features. *See table below for more information on the sub-items within the Source Companies branch. |
| Edit Profile | This options lets users edit their profile. |
| *Agent Users |
Grants access to the Agent Users area. This area allows the user to view, create, and edit agent users. Checking this box will allow this role to use all the Agent Users features. *See table below for more information on the sub-items within the Agent Users branch. |
| Customers | Grants access to the Customer Manager. This lets a user see all the customers associated with a tenant, but not necessarily view or edit an individual customer; those options are housed in Loan > Inside of a Loan > Tabs inside of a Loan > Customer. |
Source Companies
| Access Resources | Description |
| Vault Tab |
Grants access to manage the Vault in the Source Company Manager and the follow features:
|
| Cash Drawer Tab |
Grants access to manage the Cash Drawer tools and transactions. The sub-items in this feature include:
|
| Employees Tab | Grants access to link an employee or create a new one. |
| Documents Tab | Grants access to add, edit or delete documents related to the source company. |
| Notes Tab | Grants access to add, edit or delete notes. |
| *Info Tab |
Grants access to view and manage the Info tab. Checking this box will allow this role to use all the Info Tab features. *See table below for more information on the sub-items within the Info Tab branch. |
| New | Grants access to create a new source company. |
Info Tab
| Access Resources | Description |
| Cash Drawer-Transaction Limits |
Grants access to configure transaction limits for cash drawers. The sub-items in this feature include:
|
| Notifications-Edit | Grants access to toggle notifications when cash drawer limits are exceeded. |
| Terminals |
Grants access to terminals. The sub-items in this feature include:
|
| Check Account-Edit | Grants access to edit the source company's physical check templates. |
| Payment Profile-Edit | Grants access to edit the source company's payment profile |
| Contact Info-Edit | Grants access to edit the source company's contact info |
Agent Users
| Access Resources | Description |
| Data Options | Grants access to data options for Agent Users. |
| Authentication |
Grants access to the Authentication section for agent users. The sub-items in this feature include:
|
| Email Enrollment | Grants access to the Email Enrollment area. This area allows the user to enroll an agent user to receive automated email communications. |
| Messaging | Grants access to the Internal Notifications area. This area lets users choose to enroll agents to receive messages inside the system based on loan events and triggers. |
| Agent User Account | Grants access to the Profile & Access area. This area allows the user to view and edit the agent user information. |
My Account Tab
My Account Tab
| Access Resources | Description |
| Tech Support | Grants access to view the technical support contract and history. |
| SOS Support |
Grants access to view SOS Support. The sub-items in this feature include:
|
| Contract and Pricing | Grants access to the Contract & Pricing area. This area allows the user to view the contract between LoanPro and the client, and view the pricing information. You can also let them view and manage subscriptions. |
| Company Common Docs | Grants access to the Company Common Docs section. This section allows the user to view, upload, and download company common documents. |
| *Billing & Statements |
Grants access to the Billing & Statements section. This section allows the user to view the client’s billing history. Checking this box will allow this role to use all the Billing and Statements features. *See table below for more information on the sub-items within the Billing & Statements branch. |
| Company Profile | Grants access to the company profile section. This section allows the user to update the company information and company settings. |
Billing and Statements
| Access Resources | Description |
| LOC Daily Maintenance | Grants access to view the LOC Daily Maintenance tab. |
| LMS Daily Maintenance | Grants access to view the LMS Daily Maintenance tab. |
| Usage Details | Grants access to view the details for usage costs on the account. |
| Statements | Grants access to billing statements. |
| Billable Account Details | Grants access to a detailed explanation of how the number of billable accounts was calculated. |
| Transaction Details | Grants access to the history of payments made by the client. |
| Summary | Grants access to a summary of billing and statements. |
| Payment Method | Grants access to add, edit, or inactivate the client’s payment method. |
Settings Tab
Settings Tab
| Access Resources | Description |
| *Programs |
Grants access to update Programs settings. Checking this box will allow this role to use all the Programs features. *See table below for more information on the sub-items within the Programs branch. |
| *Line of Credit |
Grants access to update settings for the Line of Credit. Checking this box will allow this role to use all the Line of Credit features. *See table below for more information on the sub-items within the Line of Credit branch. |
| *Source Company Settings |
Grants access to update settings for the Source Company. Checking this box will allow this role to use all the Source Company Settings features. *See table below for more information on the sub-items within the Source Company Settings branch. |
| *Website Settings |
Grants access to update settings for the customer website. Checking this box will allow this role to use all the Website Settings features. *See table below for more information on the sub-items within the Website Settings branch. |
| *Defaults |
Grants access to set company-level defaults. Checking this box will allow this role to use all the Defaults features. *See table below for more information on the sub-items within the Defaults branch. |
| *Customer Settings |
Grants access to set company-wide customer settings. Checking this box will allow this role to use all the Customer Settings features. *See table below for more information on the sub-items within the Customer Settings branch. |
| *Company Settings |
Grants access to edit company settings. These settings include the ability to change user access, enter third-party credentials, and create search brackets. Checking this box will allow this role to use all the Company Settings features. *See table below for more information on the sub-items within the Company Settings branch. |
| *Loan Settings |
Grants access to the Loan Settings area. This area allows the user to set settings for loans, escrow, rules application, etc. Checking this box will allow this role to use all the Loan Settings features. *See table below for more information on the sub-items within the Loan Settings branch. |
Programs
| Access Resources | Description |
| Line of Credit |
Grants access to modify Line of Credit programs. The sub-items in this feature include:
|
Line of Credit
| Access Resources | Description |
| Disputes | Grants access to create and organize dispute categories through Dispute Manager. |
| Quick Actions | Grants access to create and modify Quick Actions and Quick Action Groups. |
| Charges | Grants access to create and modify Recurring Charges. |
| Payments | Grants access to create and modify Payment Type rules. |
| Statements | Grants access to create and modify custom templates used to generate billing statements for Line of Credit accounts. |
| Labeling | Grants access to create and modify swipe categories and buckets for Line of Credit accounts. |
Source Company Settings
| Access Resources | Description |
| Defaults | Grants access to set company-level defaults for Cash Drawer Transaction Limits, Cash Drawer Max/Min and Vault Max/Min. |
| Labeling | Grants access to labeling Cash Drawer Transaction Reasons, Document Categories and Note Categories. |
| Custom Fields | Grants access to the custom fields section. This section allows the user to manage customer custom fields. Custom fields allows the user to track information that is not tracked natively by LoanPro. |
Website Settings
| Access Resources | Description |
| Access Settings | Grants access to change what customers can see and do on the customer website. Also grants access to change settings that determine which loan functionality customers will have access to on the customer website. |
| Site Management | Grants access to the site management section. This section allows the user to set a theme and colors for the website. |
| *Page Configuration |
Grants access to the page configuration section. Here, content can be entered for each page of the website. Checking this box will allow this role to use all the Page Configuration features. *See table below for more information on the sub-items within the Page Configuration branch. |
Page Configuration
| Access Resources | Description |
| Loan Application | Grants access to enable or disable loan applications on the customer website and select the display order of those applications. |
| Contact Us | Grants access to enable or disable the Contact Us page. |
| Testimonials | Grants access to enable or disable the Testimonials page. |
| FAQs | Grants access to enable or disable the FAQs page. |
| Legal | Grants access to enable or disable the Legal page. |
| Privacy | Grants access to enable or disable the Privacy page. |
| Company | Grants access to enable or disable the Company page. |
| Logo and Links | Grants access to upload a logo and add or change social media links for the customer website. |
| Home Page | Grants access to enable or disable the Home page. |
Defaults
| Access Resources | Description |
| New Transaction | Grants access to set defaults for new payments and charges. |
| Tools | Grants access to the AutoPay Defaults in the Tool tab. |
| New Customer | Grants access to set defaults for new customers. There are two categories: Enrollment by Loan Status and Customer Defaults. Enrollment by Loan Status grants access to select which loan statuses should receive emails, be granted access to the customer website, and receive SMS messages. Customer Defaults grants access to set a default country, type and status. |
| New Loan | Grants access to set new loan defaults. There are three categories of access: Agent User Specific, Loan Type Specific and System. |
Customer Settings
| Access Resources | Description |
| Brackets | Grants access to create new customer search, credit score and age brackets. |
| Labeling | Grants access to change customer status, document sections and note categories. |
| Custom Fields | Grants access to the custom fields section. This section allows the user to manage customer custom fields. Custom fields allows the user to track information that is not tracked natively by LoanPro. |
Company Settings
| Access Resources | Description |
| Compliance Guardrails | Grants access to the Compliance Guardrails settings. This area allows the user to create and modify groups of rules to set custom validations on actions such as change due dates and payments. |
| User Authentication | Grants access to the User Authentication area. This area allows the user to enroll agent users for multi-factor authentication. This means they will login with a username and password, but will need an additional code that can be sent via text or through an app. |
| Mail House | Grants access to the mail-house area. This area allows the user to edit the mailing addresses for mailers and create edit and delete mailer templates |
| Global System Notes | Grants access to view global audit trails. These are notes recorded when changes are made in the system. |
| *Access |
Grants access to the Access area. This area allows the user to change access settings for the software. Checking this box will allow this role to use all the Access features. *See table below for more information on the sub-items within the Access branch. |
| Import | Grants access to the import section. This section allows the user to import data into LoanPro, download import sample files and view data import history and import instructions. |
| IP-Restrictions | Grants access to create and update IP-Based Access. These restrictions allow the users to only access LoanPro from approved IP addresses. |
| Rule Manager | Grants access to view rules and add new ones. |
| *Notifications |
Grants access to create, edit, automated notifications. These can be sent within the software or through SMS, email, or snail mail. Checking this box will allow this role to use all the Notifications features. *See table below for more information on the sub-items within the Notifications branch. |
| API | Grants access to the API section. This section allows the user to view information about how to connect to the LoanPro API. You can also choose to grant access to the API Overview, API Links and Developer Documentation. |
| *Filters |
Grants access to create, edit, and delete search filters. These filters allows the user to search loans and reports based on values falling within a range. Checking this box will allow this role to use all the filters features. *See table below for more information on the sub-items within the Filters branch. |
| SMS | Grants access to the SMS section. This section allows the user to configure SMS templates and set do-not-disturb settings. |
| Emails | Grants access to the Emails section. This section allows the user to add new company email addresses and set email, do-not-disturb settings. |
| Plugins | Grants access to the plugins section. This section allows the user to enter credentials for third-party services that are integrated with LoanPro -- Connections, Docusign, SBT, TCN, and GPS Collateral Tracking. |
| *Merchant Services |
Grants access to the merchant services area. This area allows the user to enter credentials for integrated third-party payment solutions. Checking this box will allow this role to use all the Merchant Services features. *See table below for more information on the sub-items within the Merchant Services branch. |
Access
| Access Resources | Description |
| Quick Action Groups | Grants access to assign a group of Quick Actions that determine which Quick Action buttons agent users can see inside of accounts. |
| Role-Based Access | Grants access to create, edit, and delete user roles. These roles define which features a user has access to. |
| Walkthrough Access Settings | Grants access to create, edit, and delete Agent Walkthrough Groups. |
| Views | Grants access to create, edit, and delete loan and line of credit summary views. |
| Shortcuts | Grants access to create, edit, and delete loan functionality shortcuts. |
| Search Restrictions | Grants access to create, edit, and delete search restriction groups. These groups determine filters that will always be applied to the loan search for certain users. User will have access to search restrictions for the and source company. |
| Restriction Groups | Grants access to restriction groups. These are groups that will restrict access to loan functions based on rules. |
| Quick Action Groups | Grants access to creating, editing, and deleting Quick Action Groups. |
Automated Notifications
| Access Resources | Description |
| Dynamic Triggers | Grants access to create, edit, and delete rule-based notifications. |
| Event-Based Notifications | Grants access to created, edit, and delete event-based notifications. |
Filters
| Access Resources | Description |
| Original Loan Amount | Grants access to create, edit and delete loan-amount brackets. |
| Payoff | Grants access to create, edit and delete payoff brackets. |
| Principal Balance | Grants access to create, edit and delete principal-balance brackets. |
| Loan Recency | Grants access to create, edit and delete loan-recency brackets. Loan recency refers to how recently a payment was made on a loan. |
| Human Activity | Grants access to create, edit and delete human-activity brackets. Human activity refers to how recently an action was performed on a loan that required human input. |
| Days Past Due | Grants access to create, edit and delete days-past-due brackets. |
| Amount Past Due | Grants access to create, edit and delete amount-past-due brackets. |
| Aging | Grants access to create, edit and delete aging brackets. |
Merchant
| Access Resources | Description |
| Payment Return Actions | Grants access to the Payment Return Actions tab. The user can create new return codes for a variety of actions dealing with payments. |
| Canada Returns | Grants access to the Canada Returns tab. |
| Merchant Processor Groups | Grants access to the Merchant Processor area. This area lets users create groups of processors that can be assigned to loans. These groups designate the processor that should be used when payments are processed on the loan. This helps funds get directed to the correct bank accounts. |
| Secure Payments | Grants access to enter and edit credentials for Secure Payments. This area also allows the user to edit Secure Payments settings. |
| US NACHA Returns | Grants access to change actions that LoanPro should take when NACHA returns occur. |
| PayNearMe | Grants access to enter PayNearMe credentials. |
Loan Settings
| Access Resources | Description |
| Promises | Grants access to add Promise fulfillments. |
| Process Wizard | Grants access to the Agent Walkthrough section. This section allows the user to configure Agent Walkthroughs that may be used to guide users through specific processes inside of a loan. |
| *Rules Applied |
Grants access to the Automation Engine section. This section allows the user to designate actions that LoanPro will take based on rules the user writes. Checking this box will allow this role to use all the Rules Applied features. *See table below for more information on the sub-items within the Rules Applied branch. |
| *Escrow |
Grants access to the escrow area. This area allows the user to create, edit, or delete vendors, escrow transaction categories, and escrow accounts. Checking this box will allow this role to use all the Escrow features. *See table below for more information on the sub-items within the Escrow branch. |
| *Setup New Loan |
Grants access to the Setup New Loan area. This section allows the user to set settings that will reply when new loans are created. Checking this box will allow this role to use all the Setup New Loan features. *See table below for more information on the sub-items within the Setup New Loan branch. |
| *Charges |
Grants access to the charges area. This area allows the user to create new contingency fees and late fees. It also allows for configuring late fees and change-due-date fees. Checking this box will allow this role to use all the Charges features. *See table below for more information on the sub-items within the Charges branch. |
| *Payments |
Grants access to edit payment settings including payment custom fields, payment receipt, payment methods, etc. Checking this box will allow this role to use all the Payments features. *See table below for more information on the sub-items within the Payments branch. |
| *Alerts |
Grants access to the Alerts section. This section allows the user to update usury alerts, flags, and stoplights. Checking this box will allow this role to use all the Alerts features. *See table below for more information on the sub-items within the Alerts branch. |
| Smart Checklist | Grants access to the Smart Checklist tab. Users can add, edit or remove information. |
| Portfolios | Grants access to manage portfolios and categories. Portfolios are a way to group loans. |
| Custom Forms | Grants access to the Custom Forms tab. Users can add, edit or delete custom forms. |
| *Labeling |
Grants access to the labeling area. This area allows the user to create or change labeling for specific loan items. Checking this box will allow this role to use all the Labeling features. *See table below for more information on the sub-items within the Labeling branch. |
| Custom Fields | Grants access to manage custom fields. Custom fields are used to track information that is not natively tracked by LoanPro. Users also have access to add, edit or delete custom fields, Computation Fields, and associated company directories. |
Rules Applied (Automation Engine)
| Access Resources | Description |
| Rules Applied Active Button | Grants access to inactivate automation engines. |
| Bankruptcy Active Button | Grants access to inactivate bankruptcy automation engines. |
| Bankruptcy | Grants access to view and change bankruptcy automation engines. |
| Account Tools Active Button | Grants access to inactivate setup tools automation engines. |
| Account Tools | Grants access to view and change account tools automation engines. |
| Customer Tools Active Button | Grants access to inactivate customer tools automation engines. |
| Customer Tools | Grants access to view and change customer tools automation engines. |
| Stop Interest Date Active Button | Grants access to turn on or off stop-interest rules application. |
| Stop Interest Date | Grants access to the Stop Interest area. This area allows the user to enter rules that, when true for a loan, will stop the accrual of interest for that loan. |
| Order Manager | Grants access to edit the evaluation order of rules application. |
| Due Date Rules Applied | Grants access to the Due Date area. This area allows the user to enter rules that, when true for a loan, will change payment due dates. |
| Due Date Rules Applied Active Button | Grants access to turn on or off due-date rules application. |
| Loan Checklist | Grants access to the Checklist area. This area allows the user to enter rules that, when true for a loan, will check or uncheck loan checklist items. |
| Loan Checklist Active Button | Grants access to turn on or off checklist rules application. |
| Loan Settings Active Button | Grants access to turn on or off loan-settings rules application. |
| Charge Off Active Button | Grants access to turn on or off charge-off rules application. |
| APD Reset Active Button | Grants access to turn on or off amount-past-due rules application. |
| APD Reset | Grants access to the APD Reset area. This area allows the user to enter rules that, when true for a loan, will reset the amount past due. |
| Credits | Grants access to the Credits area. This area allows the user to enter rules that, when true for a loan, will charge off a portion of the loan. |
| Loan Settings | Grants access to the Loan Settings area. This area allows the user to enter rules that, when true for a loan, will update loan settings. |
Escrow Management
| Access Resources | Description |
| Vendors | Grants access to the Vendors section. This section allows the user to add, edit, or delete vendors. Vendors are companies or individuals to which funds from escrow accounts may be remitted. |
| Escrow Transaction Categories | Grants access to create, edit, or delete escrow categories. |
| Escrow Subsets | Grants access to create, edit, or delete escrow accounts. |
Setup New Loan
| Access Resources | Description |
| Variable Interest Rates | Grants access to create, edit and delete Variable Interest Rates. |
| Application | Grants access to create, edit, and delete loan applications. |
| Curtailment Date Template | Grants access to create, edit, and delete curtailment date templates. Curtailments are payments on a flooring loan. |
| Custom Boarding Process | Grants access to create, edit, or delete custom loan boarding processes. |
| Pre-Configured | Grants access to create preconfigured loans. |
| Schedule Roll Templates | Grants access to create, edit, and delete configurable payment schedule templates. These templates modify a calculated payment schedule. |
| Interest Tiers | Grants access to create, edit, and delete interest tiers. Interest tiers will set the interest rate for a loan, based on the entered loan amount. |
| Activation Requirements | Grants access to change activation requirements. Activation requirements are requirements that must be met on a loan before it can be activated. |
Charges
| Access Resources | Description |
| Contingency Fees | Grants access to add, edit, and delete contingency fees. Contingency fees get added when certain conditions are met on the loan. |
| Recurring Fees | Grants access to add, edit, and delete recurring fees. |
| Due Date Fees | Grants access to configure change-due-date fees. These are fees that can be assessed when a payment due date is changed on a loan. |
| Late Fee | Grants access to change late fee configuration. This is the default configuration for newly-created loans. |
| Custom Types | Grants access to add, edit, and delete custom fee types. |
Payments
| Access Resources | Description |
| Custom Fields | Grants access to add, edit, and delete payment custom fields. |
| Authorization | Grants access to edit the payment authorization text for the company. |
| Receipt | Grants access to edit the payment receipt. |
| Custom Types | Grants access to add, edit, and delete custom payment types. |
| Custom Methods | Grants access to add, edit, or delete custom payment methods. |
Alerts
| Access Resources | Description |
| Account Note Alerts | Grants access to Account Note Alerts. |
| Flags Evaluation Active Button | Grants access to turn on or off the rules evaluation for flags. |
| Usury | Grants access to add, edit, update and delete usury alerts. These alerts are shown when API is higher than specified in the alert. |
| Flags | Grants access to add, edit, update and delete Flags. |
| Stoplight | Grants access to configure stoplights. Stoplights show the condition of a loan based on rules the user writes. |
Labeling
| Access Resources | Description |
| Document Status | Grants access to add, edit, or delete Document Status. |
| Smart Checklist Status | Grants access to add, edit, or delete Smart Checklist Status. |
| Interest Adjustment | Grants access to add, edit or delete interest adjustments. |
| Funding Categories | Grants access to add, edit or delete funding categories. |
| Wizard Categories | Grants access to add, edit, or delete Wizard categories. |
| Action and Results | Grants access to add, edit, or delete actions and results. |
| Quick Notes Library | Grants access to add, edit, or delete notes to the quick-notes library. |
| Collateral Fields | Grants access to edit collateral fields. These are the fields used to identify collateral. |
| Credit Categories | Grants access to add, update, or delete credit categories. |
| Advancement Categories | Grants access to add, update, or delete advancement categories. |
| Loan Status | Grants access to add, update, or delete loan statuses. These statuses are used to show where a loan is in the loan lifecycle. |
| Note Categories | Grants access to add, update, or delete loan note categories. |
| Document Sections | Grants access to add, update, or delete document sections. |
| Custom Numbering | Grants access to configure custom numbering. This allows the user to define how LoanPro will assign IDs to newly-created loans. |
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