Default Deceased Process

These are additional processes that you can add to your LMS tenant to help streamline your loan servicing. You can either set them up yourself using process wizards, or reach out to your success specialist to enlist the help of our support engineers (tech support rates may apply).


A major function of LoanPro software is to make common company processes as streamlined and effective as possible, to save users on time and manpower. This article will cover how this is generally accomplished with the Deceased process.

Default Deceased Process

While rare, it's possible that a borrower can pass away during the lifecycle of their loan. The Default Deceased Customer Process simplifies closing out a loan and making the necessary changes when a customer is deceased. This process requires two wizards: one for deceased notification and one for deceased confirmation.


The flow chart below outlines all the changes and processes implemented by LoanPro directed by the agent user's inputs in the wizard. The agent user's role is outlined in this article.

Deceased Notification

This wizard is used when the lender is initially notified that the borrower has passed away. To begin the process, enter the loan account in LoanPro and navigate to the 'Wizards Tab'. Select the 'Category' drop-down and click 'Deceased Wizards'.

In order to start the Customer Deceased Process, the loan account must be in the 'Application', 'Open', or 'Closed' status. Click Open and Start on the 'Deceased Notification Wizard' to begin the process. 

On this page of the wizard select a correct 'Date of Death' if known. Once you have checked the 'Deceased Notification Received' checklist item, click the Save and Next button. 

Choose an appropriate Action & Result and the document any additional information in a note. Once the information has been saved, click Next to finish the wizard. 

Deceased Confirmation

This wizard is used when the lender has confirmed that the borrower has passed away. To continue the process, go back to the 'Wizards' tab and click Open and Start on the 'Deceased Confirmation Wizard'. 

On the first page of the wizard, if not previously chosen and if known, indicate the correct 'Date of Death'. Check the 'Deceased Confirmed' checklist item. Click Save and Next to continue.

Choose an appropriate 'Action & Result' and document any additional information in a note. Save the information and click Next to complete the process. 

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