Indirect Lending Administration
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 |