LoanPro offers process wizards to make the completion of certain tasks easier and more straightforward. A wizard will move the user between pages inside a loan in a specified order. Instructions can be added to the wizard to help the user know what they should be doing on each page. Wizards can also show information pages that will display loan values and other information to guide the user through the wizard process. In this article, we will go over:
- Creating a Wizard Category
- Creating a Wizard
Creating a Wizard Category
You can categorize your wizards to help you keep them organized. To manage or create categories, navigate to Settings > Loan > Labeling > Wizard Categories inside your account.
There are some default categories for wizards. To create a new category, click Add.
Enter a name for the category. Category names can be up to 100 characters long. Once you have entered the name, click SAVE.
Once you have added a new category, you can inactivate, edit, or delete it by clicking the blueicons to the right of the listing.
Creating a Wizard
To create a wizard, navigate to Settings > Loan > Process Wizards inside your LoanPro account.
To add a new process wizard, click Add.
Enter Basic Information
The basic information includes the following:
- Title - The title is used to distinguish this process wizard from other process wizards.
- Description - This is a description of the process the wizard addresses.
- Category - This is the category you want to assign the wizard to.
- Role - This is the role that will determine what sections of the loan the wizard user can see.
- Rule - This rule determines when this process wizard can be used.
Validations aren't required but are additional rules that are required for a loan to qualify for a process wizard. When a user starts a process wizard, validations will be immediately shown.
If the loan does not qualify for validation rules, it can not be started. The purpose of validation rules is to give more transparency to when a loan will qualify for a rule. To add validation rules, click Add.
Enter a title for the rule in the "Title" field. Choose whether the rule condition is required to be met in order to run the process wizard on a loan. Enter the computation rule in the area provided. Once you are done, click Save.
Add Action Workflow Steps
The action workflow steps are the actual process the wizard will go through. To add an action workflow step, click Add in the Action Workflow section.
Enter a title for the action workflow step to distinguish it from other steps.
The page drop-down lets you select which page that the user will be taken to on this step of the wizard. The options are as follows:
- Payments Tab: Post, Reverse, Edit a Payment
- AutoPay: Create, Edit, Reverse an AutoPay
- Charges: Post, Edit, Reverse a Charge
- Promises: Post, Edit, Delete a Promise
- Notes: Post, Edit, Delete a Note
- Actions & Results: Post, Edit, Delete Actions & Results
- Loan Alert: Edit loan alert
- Documents: Post, Edit, Delete a Document
- Custom Forms: Generate a Custom Form
- Collateral: Update Collateral Information
- Insurance: Update Insurance Information
- Credits: Post, Edit, Delete a Non-Cash Credit
- Advancements: Post, Edit, Delete, Fund
- Roll Schedule
- Suspend/Resume Interest
- Change Due Date
- Past Due Adjustments
- Loan Settings
- Escrow Tab
- Account Linking
- Update Customer Information
- Context Engine, Checklist, & Custom Field Values
The instructions let you enter any instructional information you want for this step. This includes LoanPro variables or videos that you upload. To view the available variables, click Help Variables. To upload a file, click Upload File. Enter the instructions or other information you want to show during this step in the Instructions field. You can use plain text or HTML.
The checklist section lets you create checklist items for the workflow step. Enter the name of the step in the field provided. Use the toggle switch to specify whether the checklist item is required. To add a new checklist item, click the add circle sign to the right.
If the Page selection you chose is Context Engine, Checklist, & Custom Field Values, you can access the Data Page section of the Wizard Step setup.
Here, you can choose to display information about the loan using LoanPro context variables, choose to add checklist items that the user can complete, and choose to add custom fields that the user can fill out. A data page is a good way to let the user enter information into custom fields or check off checklist items without all the other fields that may be there on a standard LoanPro page. (Note: The custom fields will display in the order you add them on the workflow step box.
Here you will see a list of all your workflow steps which you can edit or delete by clicking the blue edit button to the right.
Using a Process Wizard
To use a process wizard, navigate to Wizards inside a loan.
Click Open for the wizard you want to use. If there are any validations for the process wizard, they will be shown in a popup.
If the loan qualifies, click Start. Once the wizard starts, you will be taken to the page that was selected for the first wizard step.
Each wizard step will show the step instructions and checklist items, if present, for the step. Click BACK or NEXT to navigate between steps. It is important that you save changes as you move through the wizard because the wizard doesn't automatically save anything for you. When you click NEXT on the last wizard page, the wizard will end. If you leave the wizard without completing it, any changes saved to the loan will be kept, but progress for the wizard itself will be lost.