Comparison of Loan Status, Portfolio, Custom Field, Checklist Item, and Source Company

General

To help customers make business decisions, it is helpful to compare some of the options inside LoanPro. This article will list a matrix for each set of options to help you make decisions when configuring your company. A check mark indicates that the option has the specified feature, while a dash indicates that it does not.

Comparisons

Search &  Reports

Loan Status

Portfolio

Custom Field

Checklist Item

Source Company

Drop-down selection option

X

X

-

-

X

Many-to-one relationship

X

-

-

-

X

Many-to-many relationship

-

X

X

X

-

Search option on Loan Manager and all reports

X

X

-

X

X

Loan Manager  Summary grouping

X

X

-

-

X

Show as column on Loan Manager and all reports

X

-

X

-

X

Included in  keyword search

-

-

X

-

-

Access

Loan Status

Portfolio

Custom Field

Checklist Item

Source Company

Search restriction configuration option

X

X

-

-

X

Restriction groups configuration option

X

X

X

X

X

Trigger and event notifications restriction configuration

X

X

-

-

X

Rules

Loan Status

Portfolio

Custom Field

Checklist Item

Source Company

Can be used in Rules logic

X

X

X

X

X

Can be updated via Rules Applied

X

X

X

X

X

Audit

Loan Status

Portfolio

Custom Field

Checklist Item

Source Company

Change history posted in system notes

X

X

X

X

X

Value captured at time of payment

X

X

X

-

X

Daily snapshot saved in Historical Loan Archive

X

X

X

-

-

Servicing Features

Loan Status

Portfolio

Custom Field

Checklist Item

Source Company

Group setting customer website access,email enrollment, SMS enrollment

X

-

-

-

-

Available as a variable in emailsforms, etc.

X

X

X

X

X

Displayed in loan header

X

X

-

-

X

Supports parent/child associations (e.g. status & sub-status)

X

X

-

X

X


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