Lender Level Settings

Lender-wide level settings are only accessible to Global Administrators. These settings assist with organizational workflows that can be applied/pushed down to all divisions, implement security restrictions, apply messaging protocols, and more.

Lender Level Settings
Lender Level Settings store additional settings for security, supplemental products, and workflow processes. These settings, when enabled, are applied to ea...
Mon, 28 Apr, 2025 at 8:35 PM
Enabling Multifactor Authentication (MFA)
Establishing Multifactor Authentication (MFA) creates an additional layer of security for your organization and users. Only Managers and global Administrato...
Fri, 18 Oct, 2024 at 7:10 PM
Create a Lender-Wide Manual Review Panel
If your company operates with multiple divisions who use Manual Review and most Reviewer panels are similar among the divisions, adding a review panel at th...
Fri, 18 Oct, 2024 at 7:17 PM
Create Lender-Wide Canned Messages
Lender Administrators can gain more control over what co-workers and staff are saying in their messages. Creating reusable, Canned Messages for common scena...
Tue, 11 Feb, 2025 at 12:49 PM