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Default Update Customer Information Process

Updated 1 year ago by Sloan

General

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 Update Customer Information process.

Starting the Process

The Default Update Customer Information Process is used when the customer information on a specific loan account needs to be updated or changed. 

Enter the specific loan account and navigate to the 'Wizards' tab. Select the 'Category' drop-down and click 'Servicing'.

Click  and  on the 'Update Customer Information' wizard to begin the process. 

On this page, the existing customer information can be edited. If additional customers need to be added to the loan, they can be created or linked to the loan if they are already created. Once the necessary information has been entered, click  and  .

Choose an appropriate Action & Result, then document a note with any additional necessary information regarding the customer information update. Save the information and click  to complete the wizard and the process. 

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