New Tech Lets Lenders Configure Organizational Settings, User Permissions And Loan App Workflows In Real Time
Cloudvirga, a Stewart-owned provider of digital point-of-sale platforms for lenders, announced the general availability of an admin portal for its Tropos borrower platform, giving lenders greater control over how it works for their business and borrowers. With the new functionality, lenders can adjust organizational settings, manage their brand experience across the business structure, customize loan applications and adapt operational workflows—all without developer assistance.
The admin portal is designed to help lenders respond faster to market changes, maintain brand consistency across branches and deliver more personalized borrower experiences. Administrators can choose out-of-the-box configurations or build workflows from scratch to match their operational structure.
With the admin portal, lenders can:
- Customize the loan application: Use a drag-and-drop page builder to develop and change application flows in real time, from adding, modifying and reordering questions and supporting text to adjusting question types and required response formats.
- Brand the experience: Implement color schemes, visual branding and legal content like privacy policies to align the borrower’s experience with business requirements at every organizational level.
- Configure organizational hierarchies: Establish any structure, from corporate level to individual loan officers, with the option for distinct application sites and product experiences tied to subdomain URLs.
- Keep legal content current: Update privacy policies, terms of use, disclosures and licensing as needed.
- Manage borrower communications: Configure custom or standard SMS messages and emails for targeted borrower groups.
- Control vendor integrations: Manage connections for key integrations such as credit, eSign, verification, LOS import/export and more with the option to add proprietary integrations via MISMO-mapped APIs.
- Activate or deactivate tasks: Adjust task triggers to meet changing business needs.
- Manage users: Add administrators, loan officers and other members of the loan team individually or in bulk, assign permissions and send invitations for account setup.
- Track loan activity: Generate and export real-time reports on loan officer activity and fallout tracking.
“The admin portal puts configuration power directly in lenders’ hands,” said Shakeya Fort, senior product manager at Cloudvirga. “By making it easier to tailor Tropos to organizational needs, we’re helping lenders respond faster to market changes and create borrower experiences that strengthen relationships from application to close.”
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