System Overview
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      1. KNOWLEDGE BASE
      2. System Overview

      Adding Contacts in LendingPad

      The system has 3 types of contacts.  Company level, Personal and at the loan level.  

      • Company level: go to Contact (on the top banner) → Create New Contact → "Company".  Your system administrators may remove this permission for some user roles.
        • If a contact is added at the company level, it will be available for all users in the company
      • Personal level: go to Contact (on the top banner)  → Create New Contact → "Personal".  This option is available for everyone. 
        • If a contact is added at the personal level, it will only be available to the user who has added that contact
      • File-level - Disclosure → Service Providers tab → Add or Edit to select from Contact (existing address book). 
      • Key service providers will be auto-populated after the processor selects a contact to process loans.

      Best Practices:

      • A company is recommended to manage all contacts added to the system, especially in the appraisal, title, and 3rd party vendor in processing categories when they are set up or via a process when a frequently used contact/service provider is identified. 
      • The Service Provider List is a standard document in the Print Forms section.  If you'd like to default information on that list for all of your loans, go to Settings → Print Forms → Service Provider List → Custom Parameters to enter default service providers' information.  


      Step-by Step guide
      This article will walk you through the steps to add a contact to the "Contact" section  of LendingPad.