> For the complete documentation index, see [llms.txt](https://docs.balkan.id/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.balkan.id/getting-started/setting-up-your-tenant/application-integrations/direct-application-integrations/loanpro-integration-setup.md).

# LoanPro Integration Setup

### Getting Started

Use this guide to connect LoanPro to your BalkanID tenant. You will need credentials from your LoanPro account and access to the Integrations section in BalkanID.

{% hint style="info" %}
API tokens can only be issued against agent users who have signed in to LoanPro at least once and accepted the LoanPro usage agreement. If the agent you want to use does not appear when creating a token, have them sign in to LoanPro first.
{% endhint %}

#### Requirements:

Before you begin, collect the following values from LoanPro:

* **API Token**
* **Tenant ID**

{% hint style="info" %}
If your LoanPro instance restricts API access to specific IP addresses, contact BalkanID Support or your customer success representative for the outbound IP addresses to allowlist. Add them in LoanPro before you create the integration, otherwise the connection will fail.
{% endhint %}

### Configure LoanPro within your BalkanID tenant

1. To find the API Token and Tenant ID, sign in to your LoanPro account as a user with administrator access.
2. Navigate to **Settings** > **Company** > **API** > **Overview**.
3. If API access has not been enabled for your company yet, enable it here. Tokens cannot be created until it is on.
4. Create a new API token and select the agent user it will act as. The token inherits that agent's role, including which endpoints and methods it is allowed to call, so choose an agent whose role grants read access to agent users (see [Integration Scopes](#integration-scopes) below). LoanPro documents this screen in [API Token Management](https://developers.loanpro.io/docs/api-token-management#token-creation).
5. Copy the token, and make a note of your Tenant ID shown on the same page. The token is only displayed once.
6. In BalkanID, go to **Integrations** and click **Add integration**.

<div data-with-frame="true"><figure><img src="https://2975852473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbVGYwk8aSk5yI1GDPEW9%2Fuploads%2Fd1Nsmw1XQcKTOIyjbD9h%2Floanpro-add-integration.png?alt=media" alt="The BalkanID Integrations page with the Add integration button in the top right"><figcaption><p>The Integrations page in BalkanID.</p></figcaption></figure></div>

7. Search for **LoanPro**, select it, and click **Next**.

<div data-with-frame="true"><figure><img src="https://2975852473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbVGYwk8aSk5yI1GDPEW9%2Fuploads%2Fb8VmHefGmAYWZhPlJy8o%2Floanpro-connect-application.png?alt=media" alt="The Connect a new application step with LoanPro found and selected"><figcaption><p>Selecting LoanPro in Connect a new application.</p></figcaption></figure></div>

8. Under **Select Extraction Type**, select **Direct Configuration**, then paste your token into **API Token** and your tenant ID into **Tenant ID**. Click **Next**.

<div data-with-frame="true"><figure><img src="https://2975852473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbVGYwk8aSk5yI1GDPEW9%2Fuploads%2FFSjwbex5dFG7DIbeq60p%2Floanpro-direct-configuration.png?alt=media" alt="The Direct Configuration section showing the API Token and Tenant ID fields"><figcaption><p>Direct Configuration for LoanPro.</p></figcaption></figure></div>

9. Fill **Optional Configuration**, if required.

<div data-with-frame="true"><figure><img src="https://2975852473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbVGYwk8aSk5yI1GDPEW9%2Fuploads%2FnnbzrMsOdgEC6dwdHZJ6%2Fimage.png?alt=media" alt="The Optional Configuration step of the integration wizard"><figcaption><p>Optional Configuration for the integration.</p></figcaption></figure></div>

10. Once you have filled in the information, click **Save**. Your integration is now configured and you will see the status of the integration displayed alongside other integrations on the Integrations page. When data is available, the integration Status column will read **Connected** and the integration Message will read **Data available**.

### What BalkanID syncs

BalkanID reads your LoanPro agent users along with the access role assigned to each of them, and the search restriction group that controls which loan accounts an agent is allowed to search.

LoanPro does not expose roles or search restriction groups through its API, so both are derived from the agents that reference them. A role or search restriction group with no agents assigned to it will not appear in BalkanID.

### Integration Scopes

Access in LoanPro is controlled by the role assigned to the agent behind the API token, configured under **Settings** > **Company** > **Access** > **Role-Based Access**.

| Read Only Scopes                                                                                                   | Lifecycle Management Scopes |
| ------------------------------------------------------------------------------------------------------------------ | --------------------------- |
| **Users (Read)** — agent user profiles, the access role assigned to each agent, and their search restriction group | N/A                         |

If the token's role does not permit reading agent users, the sync completes without returning any data.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.balkan.id/getting-started/setting-up-your-tenant/application-integrations/direct-application-integrations/loanpro-integration-setup.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.