Default Upload Loan Document Process

These are additional processes that you can add to your LMS tenant to help streamline your loan servicing. You can either set them up yourself using process wizards, or reach out to your success specialist to enlist the help of our support engineers (tech support rates may apply).

Introduction

A major function of LoanPro's Loan Management System is to make common company processes as streamlined and effective as possible. Our process wizards make processes easier for your team and improve the chances they are completed successfully. This article will cover the process for uploading loan documents and how LoanPro makes it a breeze for your personnel.

Default Upload Loan Document Process

Lenders often upload documents to loan accounts. For example, nearly all lenders will upload a copy of the loan agreement to the account. Since uploading documents is an important part to many lenders' businesses, we have created a default process to streamline the task for users.

Upload Loan Document

To begin, navigate to the specific loan account and then the 'Wizards' tab. Select the 'Category' drop-down and click 'Servicing'.

Click   and   on the 'Upload Loan Document' wizard to begin the process.

On this page, existing documents will be showing if there are any. To add a document, click .

Give the document a name, assign it a section, and then click . Once the desired document(s) has been uploaded, click to proceed.

Choose an appropriate Action & Result, then document a note with any additional necessary information regarding the loan document. Save the information and click   to complete the wizard and the process.


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