Introduction

When to Change Online Password?

If a customer attempts to use the forget password option and is unable to reset password, you may create a temporary password.

 

Step 1 – Accessing Customer Account

Begin by pulling up the customer’s account in Loan Pro.

 

Step 2 – Navigating to Customer Information

Click on “Customer” and select the customer’s name.

 

Step 3 – Editing Contact & Personal Information

Within the customer details, locate “Contact & Personal Information” and click “Edit.”

 

Step 4 – Web Access Information

Select “Web Access Information” (#4) to proceed.

 

Step 5 – Confirming Email and Creating Temporary Password

Confirm the customer’s email address as the username.

In the password box, create a temporary password. For this example, use “Ownlease2023.”

 

Step 6 – Saving Changes

Save the changes made to the web access information.

 

Step 7: Customer Communication

Inform the customer about the password change. (Send info in a text or email)

Encourage the customer to log in online using the provided temporary password.

 

Step 8 – Customer Login and Password Reset

Ask the customer to log in online using the temporary password and reset their password to a more secure and personalized one.