Default Update Insurance Information Process
A major function of LoanPro software is to make common company processes as streamlined and effective as possible, to save users on time and manpower. This article will cover how this is generally accomplished with the Update Customer Information process.
Starting the Process
The Default Update Customer Information Process is used when the customer information on a specific loan account needs to be updated or changed.
Enter the specific loan account and navigate to the 'Wizards' tab. Select the 'Category' drop-down and click 'Servicing'.