Employee, Affiliate, Client Portals

 

Employee/Affiliate Permissions

The Loan Post software platform has 3 main user types under 3 levels: Back Office Employees, Branch Level, and Agent Level. All users have specific permissions that can be controlled by default in the company level settings or can be user specific. A few of the main permissions are:

  • Allowed to Login
  • Allowed to see all files or only assigned files
  • Allowed to generate Excel Reports
  • Allowed to edit files under any status or 'X' Status only.
  • Allowed to access auto-generated docs under any status
  • Allowed to see private notes on files from back office staff
  • Allowed to see client billing info
  • Auto-Alert of all new files created in their portal

Watch this video to learn more on permissions

 

Main Back Office Employee Portal

The back office employees must have a role like manager, processor, negotiator, attorney, paralegal, realtor, etc... They can see all files from all branches and agents unless permissions are restricted to specific branches. The main back office portal is where the admin manager controls everything and that's where all the main employees do their work.

 

Branch/Affiliate Portal

Branches are setup to represent different divisions within a company or outside affiliate companies. The branch portal supports only one branch manager level user with unlimited agents underneath. If you need additional branch level users, they are created as back office employees and linked to the specific branch.

 

Agent/Sub-Affiliate Portal

Agents are typically sales reps or realtor type users depending on your business type and services. Agents can be linked to more than one branch, which is helpful when cross selling services and product of different companies or divisions. Their permissions control what and when they can edit client file data.

 

Client Portal

The client portal is only available with the Private Label package. The Loan Post likes to always keep more than an arms length away from direct consumers, so we setup the client login portal on your own website. This allows clients to login and see real time updates on their file and depending on their permissions/file status they can complete their application and upload docs.

By having a client portal installed on your site, it fosters trust and shows how invested you are to client support. Additionally, it reduces the number of customer inquiries related to status updates for both you and your team.

 

Private Labeled Solutions

For a one time fee we can enable the private label solution for your account, which removes references to our software branding through out, including the submission forms. Additionally, all the login portals for the back office, branch, agent and client will be setup right through your own website.