Custom Settings

Custom Settings

• Company Information and General Settings

You can update the company information as well as select options from the side bar menu, such as EasyLodge Preferences, EasyTrack® Preferences, Contact Information, Privacy Policy, Banking, Email and SMS Templates.

EasyTrack® Preferences

Once you have selected the EasyTrack® Preference option, you will be able to update your Disclaimers, Repayment Reminders, Amortisation Behaviour, Finance Application Statuses and Emails

Disclaimers

Here you have the option to type in your custom disclaimers for Loan Statements, Lease Statements or Line of Credit Statements.

Repayment Reminder

You can select to enable repayment reminders via Email, SMS, Both or none (off). You can also select how many reminder days in advance you would like the notification to be sent, along with the desired email address to be sent from and your email template should you have one.

Amortisation Behaviour

This controls the amortisation behaviour for interest, fees and repayments on loans. Only statuses selected here will activate amortisation. Other statuses will deactivate amortisation. A loan's status can be set on the "Manage Loan" and "New Loan" pages. If no statuses are selected, amortisation behaviour is left to the user to control.

Emails

Here you can select to send a welcome email to new borrowers. This email will prompt borrowers to reset their password and access their loan on the customer portal. You can also select to notify the loan assignee of new incoming emails.

Finance Application Statuses

In this section, you can select how your statuses operate and how they are reflected. Statuses which are in use cannot be deleted. Activate email notifications on status change by toggling "send email".