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LoanPASS Training

Training videos and documents on LoanPass, Pricing and Comparing Loans, Users, Roles, Pricing Profiles, Rate Sheets, Rules, Data Tables, and Calculations.

ROLES

Roles Part 1 - Permissions

This video covers how to add a role and give it page permissions within LoanPASS.

Roles Part 2 - Default Values

This video covers how to set default values by role for the Application Form Field section of the Price a Loan page within LoanPASS.

Roles Part 3 - Hiding Fields

This video covers how to hide Products Specification fields and Calculated field values from different roles within LoanPASS.

Roles Part 4 - Copy and Delete

This video covers how to copy and delete a role from LoanPASS.

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