Setup - LoanSifter Activation

This section is required for Loansifter to activate an account and obtain a promo code.

1. Click the Pricing card from the dashboard. Alternatively, locate the Pricing section on the left hand navigation under the Setup heading.

   

   LoanCatcher℠ can store Loansifter credentials allowing seamless integration between the two.

   

2. Select the New Users: Create a Loansifter Account.

   Alternatively, for users with a Loansifter account select Existing Users: Login to Loansifter to log in.

Create a Loansifter Account

1. Complete the instruction to activate a 30 day trial account.

   

2. Enter credit card details on the page.

3. Select the LoanCatcher℠ box.

4. Enter loancatcher in the coupon code box.

   

5. Review the order summary and click the I accept the Terms of Service.

   

6. Click Submit.

   The registration page opens.

7. Navigate to Subscription on the left hand menu.

8. Select Feature Management.

9. Verify that LoanCatcher℠ is enabled.

   

Activate and Add Loansifter User Name

1. Return to Pricing in LoanCatcher℠.

2. Verify in the Vendor Setup tab that the Loansifter toggle is turned to , Active.

   

3. Click User Credentials tab.

   

4. Enter the LoanSifter Username and notes (optional).

   

   LoanCatcher℠ validates the Loansifter user name.

5. Click Save.