System Overview
      Back to home
      1. KNOWLEDGE BASE
      2. System Overview

      How to complete the settings section as a TPO Broker system admin

      This article will show how a TPO Broker system admin can complete the settings section of LendingPad.

      Please see this video on how a TPO Broker system admin can complete the settings section of LendingPad. 

       

      Step-by-step guide

      The guide below will take you through the steps to complete your company information within the Manage Company section of Settings. 

      Step-by-step guide

      The guide below will take you through the steps to setup and activate system actions within LendingPad. These actions include the credit report and AUS. 

       

      Step-by-step guide

      The guide below will take you through the steps to edit and/or add  NMLS Branches. If you do not have ANY branches DO NOT ADD ANY branches, simply use the DEFAULT Branch. 

       

      Step-by-step guide

      The guide below will take you through the steps to view and/or edit your company's name and address. 

       

       

       

       

      Step-by-step guide

      The guide below will take you through the steps to enable multifactor authentication, whitelist IP addresses and adjust the amount of time until your password expires. 

      Step-by-step guide

      The guide below will take you through the steps to setup users. 

       

      Step-by-step guide

      The guide below will take you through the steps to setup users licenses for your loan officers if applicable. 

       

      Step-by-step guide

      The guide below will take you through the steps to setup user roles and permissions.