Create New Advancement Category

General

When an advancement is created in LoanPro, it can be assigned to a category in order to better remember what it was for and to classify it with other advancements.  This article covers creating new advancement categories.

How To

To create a new advancement category, navigate to Settings > Loan > Labeling > Advancement Categories inside your company account.

Click  .

Enter the name of the category in the field provided and press enter or click SAVE to save it. You are done!


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