Rules Applied – Evaluation Order

General

Since the application of a rule can change something that could affect the application of another rule, LoanPro gives you the option to specify the evaluation order of rules applied for your company. The rules are additionally split into the categories of Pre Activation and Post Activation. Pre Activation means that the rules applied will be executed before a loan account is activated. Post Activation means that the rules applied will be executed after the loan account has been activated. This setting can be managed within the individual rules. 

How To

To change the evaluation order of rules applied for your company, navigate to Settings > Loan > Rules Applied > Evaluation Order inside your company account.

Use  or  to move a rule up or down in evaluation order.  Rules that are higher on the page will be evaluated first.  The changes are automatically saved.


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