Source Company – Notes

Many LoanPro customers use "source companies" differently. For some, source companies are business partners or allies who refer borrowers. For LoanPro users with several brick-and-mortar locations, the source company features can help them keep track of each individual location where their loans are originate and are serviced. In either case, you can use the Source Company Manager's Notes tab to keep track of any information you want to store.

Getting to the Notes Tab

From anywhere in LoanPro, go to the banner across the top of the page and click Users > Source Company Manager.

Our main article on the Source Company Manager explains the dashboard and search bar on this page, which you can use to find the specific source company who you want to add or edit notes on. Just click on that company and you'll be taken to that company's page.

From there, just click over to the Notes Tab.

Main Page

The main page for the Notes tab shows a dashboard, search bar and a list of the notes you've made on this source company. Each note displays its title, full content, category, and information about who created it and when. At the far right of each entry is an icon with three vertical dots. Clicking it will bring up options to edit or delete the note, or add a document connected to it. (Adding a document to the note does not add it to the Source Company Manager's Documents tab.)

Creating a New Note

To add a new note, click the Add Note button on the Notes Tab. It'll pull up this window, where you'll give the note a title and category. The title can be whatever you'd like, and the category gives the options that you've created in your Source Company Settings.

You have a wide range of formatting options. Besides the typical options you'd see in a word processor — like fonts, alignment, and bullets — you can view the HTML source code for the note by clicking the angled brackets icon < >. The small mountain landscape icon will let you imbed an image. The eye icon offers a preview.

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