***This feature requires the user to have Admin permissions/rights***

You may access the Admin panel by clicking the "Dashboard Quick Menu" icon

to reveal the "Settings" option as shown below:

LoanCirrus allows you to communicate with clients throughout the loan application and loan management process. You can access the communications setup feature from the dashboard icons displayed.

Clicking on "Setup" will render the page below. ***Please Note setting up your Twilio Account is required. See information here***

Populate the required fields and click

From (phone number provided by Twilio)

Account SID ( provided by Twilio)

Auth Token ( provided by Twilio)

Complete the communications setup by adding Email notifications and SMS notifications.

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