lendsqr

The Roles on the admin console are what you have when you group or organize distinct permissions and make them an entity. As a newly onboarded lender on the...

As a lender, you can create additional roles and permissions for your team. Creating a new role Click the “Settings” icon at the top navigation area....

As a team member with a “Super Admin“ role or “Create Team Member“ permission, you can invite a team member to perform specific activities based on the perm...

As a team member with a “Super Admin“ role or “Delete Team Member“ permission, you can delete a team member from the Lendsqr admin console. To do this, ...

Permissions are the rights and authorizations to perform certain actions or do certain activities that can be granted to an individual on a platform. On the...

As a lender on the Lendsqr admin console, you will be able to manage your team members on the admin console. Your team members are fellow admins that you in...

The account manager role grants limited access to a team member on the Lendsqr admin console. It specifically ensures that managers can only view and manage...

Assigning a customer to an account manager ensures that the account manager can only view and manage that customer.  This helps a lender control custome...

Most lending institutions have multiple offices, branches, and teams.  The office, branch, and team feature helps lenders create multiple branches and t...

The details of an office, a branch, or a team may change over time.  Lenders can edit the details of their offices, branches, and teams to ensure that t...