Default Upload Loan Document Process

General

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 Upload Loan Document Process is used when a document needs to be added to a loan. 

Enter the specific loan account and navigate to 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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