Create a New Funding Category

This feature was added with LoanPro's latest release. For more info, see our article on the Enhanced Funding Process.

LoanPro's Enhanced Funding Tool let's you create and assign categories for funding transactions. If you fund individual loans through multiple transactions, this labelling tool can help you easily organize your transactions.

Create a New Category

You'll edit the categories in the same way you edit other labelling options. Within LoanPro, navigate to Settings > Loan > Labelling > Funding Categories. Each entry lists an ID (used when doing Enhanced Funding in the API), the label itself, whether it's active, and buttons to deactivate, edit, or delete them.

Click the Add button in the top right to create a new category.

Applying the Category on a Transaction

Putting your new category label on a funding transaction is just a small step within the process of creating a funding transaction.

To assign the category, just selected it from the list.


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