Flags
General
Flags are a good way to give a more in-depth look at loan conditions. There are several flag colors and you can set a specific flag to appear on accounts based on a certain condition. For example, you could set the system to show a green flag on all accounts that are in ‘Open’ status, have had human activity within the last 15 days, and are less than $400.00 past due. The conditions or rules that determine if a flag should appear on an account are created as computation rules inside LoanPro.
How To Create a Flag
To create a new flag, navigate to Settings > Loan > Alerts > Flag System inside your company account.
To create a new flag, click .
Enter a name for the flag in the Name field. Select the color of the flag in the adjacent drop-down. Enter a description of the flag in the Description field.
Now enter the formula for the rule that will determine if a customer account qualifies for a flag. You can use variables in the rule to make the rule specific to each customer account.