Settings & Configuration

Tweak AgentX settings so estimates match the way your team talks about payments.

Defaults

• Review rate, tax, and insurance defaults after you sign in.
• Update the contact details that appear when you share an estimate.

Notifications

• Turn on push alerts if you want confirmation when a scenario sends.
• Silence non-essential notifications during off hours.

Device Health

• Stay on the latest iOS release and keep a passcode enabled.
• Contact support@loanx.ai if AgentX flags an update or configuration issue.