Setting Up Your Loan License Portal

Setting Up Your Loan License Portal

Loan License Overview ⇨ Loan License Administrators ⇨ The Loan Manager Portal ⇨ Setting Up Your Loan License Portal

 

The Loan Portal allows gives you the option to configure Notification emails and the details users see in the automated emails that get sent out.

If you haven't yet set these up you will see this as a number against the Setting's item on your dashboard. If you hover over the notification you will see a summary of what needs your attention.




 


Notifications
 

Once a week we will send an email telling you about any Loans that need to be actioned. You can set who gets these emails by configuring Notifications.

Configuring Notifications

 

 

Email Details


As you invite, approve and extend Loans automated emails are sent to users. You can change the email used for the 'reply-to' option. And personliase your institution details so that users know who the email has come from, and can reply to you.

Configuring Email details



Templates


Several different automated emails can be triggered through the Loan Portal.

View Email Templates

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