Tracking Account Promises

General

LoanPro Software allows you to document and track promises made by your customers.  You can track each promise by category (e.g. payment & insurance). You can set up an automatic notification so that upon the due date of the customer’s promise, LoanPro Software will automatically notify the customer of their due promise via email. LoanPro Software will track the history of the borrower’s promises and document if the promise was successfully kept or not.

Process

  1. Create a Promise
  2. Notify borrower of due promise via automatic email
  3. Fulfill a Promise
  4. Filter Promise by Status
  5. Filter Promise by Category
  6. Export Loan Promises

Stay neat, clean, and organized with LoanPro Software’s robust promise tracking system.


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