System Defaults
Updated 2 weeks ago
Introduction
The system defaults lets you specify the default loan type for each of the different loan classes (automobile, real estate, consumer, other) that you can create inside of LoanPro.
Editing System Defaults
To edit the system defaults, navigate to Settings > Defaults > New Loan > System inside your company account.
Click the green Edit button.
Use the drop-down menus provided to select the loan type for each of the loan categories. Once you have made your selections, all you need to do is click Save.