Admin Platform Preferences

Preferences

You also have the option to view or update the company details by selecting the Preferences option located under the Admin dropdown menu on the top menu bar of your EasyTrack® homepage.

Once selected, you will be taken to the General Settings page where 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.

EasyLodge Preferences

Once you have selected the EasyLodge Preference option, you will be able to update your General Settings, Verification Sheet, Funding, Emails, View and Print Options, Serviceability Settings and Rate Display Settings from the main page. There are more options located on the left hand side menu bar

Commission and Fees

Under this menu item, you can adjust the platform commission and fees.

Lenders and Products

Under this menu item, you can select the lenders and by using the drop down arrow, you can select the settings and products.

Landing Pages

Here you can select or add your custom Landing Pages and adjust the settings accordingly.

Integration

EasyLodge® interfaces with several 3rd party providers, for specific integration settings please refer to the items under the Integration menu located on the left hand side menu.

Originator

In this section, you can enable your Preferences

Status Configuration

In this section you can customise your System Statuses as well as your Company Statuses. Statuses which are in use cannot be deleted. You can activate email notifications on status change by toggling "send email".

Status Emails

In this section you can set up your emails and customise their settings. To add a new Status Email, please click on the green + Status Email button.

BDM'S (Business Development Managers)

Here you can add or set up your Business Development Managers and their details.

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 Reminders

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"

Contact Information

In this window you can enter, update and / or view the company Contact Information. It also includes a map linked from your pinned physical address.

Privacy Policy

In this section, you can add in your Privacy Policy which can be HTML or Text.

Banking

Here you can enter,update or view the company and the Payout Account banking details by selecting the account options with the dropdown arrow . You can add banking details by clicking on the green + BANK ACCOUNT button or delete the banking account details by clicking on the pink DELETE BANK ACCOUNT button. You will be asked to confirm your account deletion by a pop up window.

Email and SMS Templates

In order to set up your Emails and SMS services select the Preferences option located under the Admin dropdown menu on the top menu bar of your EasyTrack® homepage.

Once selected, you will be taken to the General Settings page, click on the Email and SMS Templates.

Once selected, a new page will open where you can choose an existing Email or SMS template from the provided list shown.

Should you prefer, you can create your own by selecting the green + Email Template or the + SMS Template button. Once clicked, a pop up window will be shown for you to create your new template. Name your new Template, select where this template will be available from, the Subject and the content of your new template. Once all the fields have been filled in, you can click on the now highlighted in blue Create Email Template button.

Integration

For specific integration settings please refer to the items under the Integration menu on the left. For example: Webhooks, as seen below.