Create New Loan Document Section


LoanPro gives you the option to upload documents to your loan and lease accounts. You can organize these documents by section. This article covers how to create new loan document sections.

How To

To create a new document section, navigate to Settings > Loan > Labeling > Document Sections inside your company account.

Click Add.

Enter the section name in the field provided, and press enter or click Save to save it. You are done!

You also have the option to edit or delete document sections on this page by clicking  edit  or  delete  respectively.

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