Template Tips & Tricks

LoanPro Template Tips and Tricks

LoanPro lets you use values as variables. These variables can be used in several ways inside the system including email messagescustom formscomputation fieldsrules, and more. Most of the variables are straightforward in their usage, but some are less intuitive. When you insert a variable, the appropriate data from a customer file or customer account will replace the variable. Here are some things you can learn to help you create better templates:

How did we do?

Powered by HelpDocs (opens in a new tab)