Create New Loan Status


It can be helpful to put your loans in different statuses that have meaning to you and your company. This article will cover how to customize your list of loan statuses inside LoanPro.

How To Add Status

To create, edit, or delete any loan status in your company account, navigate to Settings > Loan > Labeling > Loan Status.

To edit a loan status, click edit to the right of that status. To delete a status, click delete  To add a status, click Add

Enter the name of the status in the Title field. Click Save to save the status.

How To Add a Sub-Status

You can also add sub-statuses to help further classify loans within a main status. To add a sub-status to an existing status, click Add Sub Status . To add a sub-status to a new status, make sure to select Add Sub Status while creating the new status.

Now enter a name for the sub-status in the Title field.

Click Save to save the sub-status. You are done!

How did we do?

Powered by HelpDocs (opens in a new tab)