Configure Checklist
General
The checklist feature in LoanPro is designed to help you ensure that specific tasks are being completed for your accounts. You can customize the account checklist for your company so that it fits your needs. Checklist items are especially useful, because you can filter your reports and loan search results by whether a checklist item is checked or not. The checklist filter is found in the advanced option search.
How to Customize Your Checklist
To customize your checklist, navigate to Settings > Loan > Checklist inside your company account.
Enter a title for the checklist in the Title field. Optionally, you can enter a description for the checklist in the Description field. To add new checklist item, select ADD CHECKLIST ITEM.
The checklist will appear as a bold parent listing.
