Default Attorney Retained Process

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 Attorney Retained process.

Diagram

The flow chart below outlines all the changes and processes implemented by LoanPro directed by the agent user's inputs in the wizard. The agent user's role is outlined in this article. 

Default Attorney Retained Process

The Default Attorney Retained Process helps track the attorney information for customers who hire legal counsel. 

Starting the Process

In the event that a customer informs the company of an attorney retained, the agent managing the customer's account can enter the specific loan and navigate to the 'Wizards' tab. This page shows all the  process wizards available for use on the account. Some of the process wizards have certain requirements in regards to the loan that must be meet in order to start the process wizard. Click the 'Category' drop-down and select 'Attorney Retained Wizard'.

In order for this wizard to be opened, the loan must be in an 'Open' status. If the loan meets this requirement, click OPEN and START to begin the process. 

On the first page, enter in all the known and relevant information regarding the attorney. In order for the Attorney Retained Process to proceed, the field 'Attorney Retained' must be set to yes and the fields 'Attorney Retained Type', 'Attorney Name', 'Attorney Address', 'Attorney Phone', 'Attorney Email' must all be populated with information. Click SAVE in the top right and then NEXT to proceed to the next step. 

Select an appropriate Action and Result, then document any further information regarding the attorney and/or conversation with the customer in a note. Once the information has been saved, click NEXT to complete the process. 


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