www.loanperformer.com

Table of Contents (Online Help)

Email settings

This window allows the system administrator to configure the SMTP settings of your mail server in order to send and receive emails. SMTP settings are simply your Outgoing Mail Server settings.You need Gmail SMTP server settings if you want to send email from your Gmail account through Loan Performer.

Note:

The Gmail SMTP server settings are free and available online. The following are the Gmail SMTP server settings:
• Outgoing Mail (SMTP) Server: smtp.gmail.com.
• Use Authentication: Yes.
• Use Secure Connection: Yes (This can be TLS or SSL depending on your mail client)
• Username: Your Gmail account (email@gmail.com).

• Password: Your Gmail password.
• Gmail SMTP port (SSL): 465.

In order to avoid spam on your mail server, you have to use SMTP authentication. This means that you have to enter your complete email address as username and the corresponding password.

How to configure SMTP server settings in Loan Performer.

To configure your server settings, go to System/Configuration/Email settings, the following screen appears:

• SMTP Server address: Enter the SMTP server address. In our example we are using the gmail address i.e. smtp.gmail.com.

SMTP is an abbreviation meaning Simple Mail Transfer Protocol. This protocol enables software applications to transfer of emails over the Internet. Fundamentally, the protocol handles outgoing emails. In this case, Loan Performer connects to your mail server via SMTP to send the emails.

However, there are two other protocols POP3 or IMAP for receiving emails from your mail server.

• SMTP server pot: This port number will be given by the service provider. For gmail, it is 465.
• User name: This is the institution's gmail account e.g. "ccs@gmail.org"
• Password: This is the institution's gmail password
• From Address: This field indicates where the email is coming from. This should also be the institution's gmail address e.g. "ccs@gmail.org"
• Test: Click on this button to test the functionality. The following dialogue box appears:

• Click on Send to test the functionality. In case of success, the following message appears:

• Click on Ok, the following validation message will be sent to your inbox:

Note:
In order to send messages, ensure you have allowed third party applications to access your google account as indicated below:

• In your google account, click on Settings (See the following image):

• Then click on Accounts and Import and select Other Google settings (See the following image):

• Finally, click on Security and look for Less secure app access. Click on the option Turn on access (recommended) to allow third party applications to access you google account.

Note:

In order to send account statements to your clients in the menu Savings/Savings Report/Savers Statements, ensure you have installed on your machine the drivers of Amyuni Document Converter which enable you to generate PDF files to send to the clients. These drivers are found the LPF installation directory (C:\LPF817\External Files\PDF Printing\LPF DOCUMENT CONVERTER Driver (450)).

Also note that the email addresses should have been entered at client registration under the menu Clients/Individual Clients/Address for individual clients.

Related Topics

Contact LPF live support for more information
This service requires an Internet connection.