Customer Overview

Introduction

A customer in LoanPro is any individual or company that can be associated to a loan. However, customers don’t have to be associated to a loan for them to be referred to as customers. LoanPro's Loan Management System (LMS) does not provide the full functionality of a CRM—a Customer Relations Manager such as Salesforce—but customers are well-organized and easy to find.

This article covers the details of individual customer customization. We explain each section of an individual's customer information and what tools are available. However, if you're looking for information on the Customer Manager, a centralized location where you can view all customers within your account, take a look at our Customer Manager article.

Customer Information

Each individual customer has their own page that displays an array of information. There are multiple ways to view a customer's information page such as via the "Customer" tab in an individual loan or via the Customer Manager. The image below is an example of how an individual customer's contact and personal information page is displayed.

On an individual customer's information page, you can update a field by clicking 'Edit'. Each customer or customer file is divided into several distinct sections listed on the left of the page. Here is a breakdown of each section:

Section

Description

Contact & Personal Information

This section consists of basic information about the customer. Here, you can view contact information, a map of the primary address, and the history updates to the customer's information.

Employer

The 'Employer' section is designed to keep track of the information relevant to the customer’s employment. This section includes information such as employer contact information and customer salary.

Payment Profiles

This area allows you to add payment profiles (credit/debit cards, bank accounts) to the customer.

References

This section allows you to add the customer’s references. These should be individuals who know the customer well. Often, references are contacted as a collections measure when allowed.

Customer Notes

This section allows you to enter notes about the customer. There is also a section that shows system notes for the customer.

Customer Docs

This section allows you to upload documents that are relevant to the customer. These documents might include things like a copy of the customer’s driver license, proof of residence, proof of income, etc. This section is intended for documents that are relevant to the customer but not necessarily to a loan the customer is linked to.

Customer Tools

This section includes tools for OFAC compliance checks, credit pulling, and USPS address verification.

Links & Access

This section allows you to choose what communication methods can be used for this customer.

Communication History

This section shows the history of communication with the customer through SMS, email, and automated phone calls.

Next Steps

At this point, we recommend becoming familiar with each section of the customer information page if you haven't already. Each of the links in the table above provide greater detail on each section.

In addition, there are a few other ways to input customer data into LMS. To offer your company a personalized portal for your customers, LMS can help you create a customer website. Here, customers can make payments, update data, and manage loans. You can make this look and feel the way you'd like, as LMS provides the options to change the appearance of your customer website and configure access settings.

Entering large batches of customer data is also possible in LMS. The customer import tool is particularly useful for users who would like to import many customers at once.

Lastly, each customer in your account can be found within the Customer Manager. Here, you can view all customers and filter them with the search options.


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