Indirect Lending Administration

Related Topics

Administration within the Lending menu on the Portico Explorer Bar provides access to the set up windows used to specify the dealer and reserve information for indirect lending.

Access to the tabs and windows supporting indirect lending is controlled by the following security permissions and security groups. Users must be assigned to the security group listed or you can add the permissions to a credit union-defined security group using the Security Group Permissions – Update window.

Permission Security Group
Lending - Indirect Lending - Dealer Adjustments - Maintain Lending - Manager
Lending - Indirect Lending - Dealer Adjustments - Menu Option Lending - Manager
Lending - Indirect Lending - Dealer Information - Maintain Lending - Manager
Lending - Indirect Lending - Dealer Information - Menu Option Lending - Manager
Lending - Indirect Lending - Dealer Information - View Only Lending - Manager
Lending - Indirect Lending - Flat Fee Schedule - Maintain Lending - Manager
Lending - Indirect Lending - Flat Fee Schedule - Menu Option Lending - Manager
Lending - Indirect Lending - Flat Fee Schedule - View Only Lending - Manager
Lending - Indirect Lending - Menu Option Lending - Manager
Lending - Indirect Lending - Reserve Information - Maintain Lending - Manager
Lending - Indirect Lending - Reserve Information - Menu Option Lending - Manager
Lending - Indirect Lending - Reserve Information - View Only Lending - Manager