Add a Reference

Introduction

Adding references for your customers can aid in your collections efforts. You are not limited on the number of references that can be added to a customer.

Adding References

There are two places you can add a reference to a customer file in LoanPro. You can add a reference within an individual loan in the Customer > References tab. You can also add references in the Customer Manager section by navigating to Users > Customer Manager. Select the specific customer to add a reference to and select the "References" tab.

To add a new reference, click Add .

Enter the name, relationship, phone numbers, and/or address for the reference. Click 'Save' to save the reference. Once the reference has been saved, it will be displayed on the "References" page. You have the ability to edit or delete any existing references.


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