Introduction
Properly configuring administration settings ensures compliance, enhances operational efficiency, and maintains a professional brand image. This guide provides an overview of key settings, their purpose, and how they support your business processes.
Navigating to Administration Settings
1. Click the Gear icon in the top-right corner to open Settings.
2. Select Company Settings.
3. Use the left-hand navigation menu to find and expand Administration Settings.
Tip: If you cannot find Company Settings, ensure you have the correct permissions to access Administration Settings.
Your company’s legal and operational details are stored in this section. It includes:
Company Name & Abbreviation: Displayed on system-generated documents.
Operating Name & Address: Used for official communications and records.
Contact Information: Appears in customer-facing documentation.
Note: Ensure all company details are accurate, as they reflect on borrower agreements and statements.
Uploading a company logo enhances branding consistency across platforms. Your logo will:
Appear in the web application’s top-left corner.
Be used in system-generated documents and reports.
Customize printed and digital documents with branded letterheads. This section allows you to:
Upload custom headers and footers.
Maintain a professional appearance across all correspondence.
Customize printed and digital documents with branded letterheads. This section allows you to:
Upload custom headers and footers.
Maintain a professional appearance across all correspondence.
Best Practice: Always verify tax settings before saving, as incorrect configurations may lead to compliance issues.
Set up Pre-Authorized Debit (PAD) transactions for payment processing. Key configurations include:
Specifying processing details for automated debit transactions.
Ensuring correct settings to facilitate smooth payment operations.
Warning: Incorrect PAD settings can result in failed transactions or financial discrepancies. Double-check configurations before processing payments.
FAQs
Why is it important to configure administration settings?
Proper configuration ensures compliance, branding consistency, and smooth financial operations.
How do I update my company logo?
Navigate to Administration Settings > Application Logo and upload an image file.
What happens if my tax report settings are incorrect?
Incorrect tax details may result in compliance issues. Always verify settings before finalizing changes.
Need Further Assistance?
If you need additional help, contact our support team:
📧 Email: support@mortgageautomator.com
💬 Live Chat: Click the question icon at the top-right corner of your screen