You can access the Admin information in the top black navigation bar in EasyLodge. This is only available to Admin users.
Click on the preferred tab.
Customize your Email Behaviour by ticking the preferred actions.
Click on the dropdown arrow to choose the Default Term in Months: 3; 6; 9 ; 12; 18; 24 etc.
Set the Default Commission Type by choosing between the Percentage or Amount. It will determine if the Commission amount or percentage stays fixed when changing the finance amount.
Then enter the Default Commission Percentage and Default Broker/ Org. Fee
Enter the General information.
Click on the Resize Grip to drag and drop the information box to the preferred size.
Click on the dropdown arrow to choose the Enable Repayment Reminders: Off; SMS; Email or Both.
Click on the dropdown arrow to choose the Reminder Days in Advance: Never; 1 day; 2 days; 3 days; 4 days; 5 days; 6 days; One week; One fortnight; One month.
Click on the dropdown arrow to choose the Email Template: System default; Credit Email to Introducer; Unable to Contact; Repayment Reminder.
Click on the dropdown arrow to choose the SMS Template: Missed Payment - First Contact; Please Contact Us; Repayment Reminder.
Select one or more Amortisation Statuses.
To add a new status, click on the green + status at the bottom of the page.
Scroll through the Privacy Policy.
To Upload a New Document choose a file.
Click on the tick box to Allow Overfunding to EasyTrack.