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Spencer

Spencer McWilliams

Intro to Reports

Published April 6th, 2023 by Spencer McWilliams

Complexity:       Audience: Loan Servicers or Collectors, Upper Management, Developers, Accounting, Loan Servicing/Collections Managers, Administrators, Compliance, Data Introduction Lending companies need to track the various moving parts within their business for multiple purposes. Since the business of lending is always changing, it's important t

1348 Views 2 min

Intro to Imports

Published April 3rd, 2023 by Spencer McWilliams

Complexity:       Audience: Loan Servicers or Collectors, Upper Management, Developers, Accounting, Loan Servicing/Collections Managers, Administrators, Compliance, Data Introduction The import tool is a fast and efficient way to transfer large amounts of data to LoanPro's management system (LMS). Instead of manually inputting each individual piece

846 Views 2 min

NSF Fees (definition)

Published July 20th, 2023 by Spencer McWilliams

An NSF (non-sufficient funds) fee is assessed when there is not enough funds in a bank account to cover a payment.  

506 Views 1 min

Intro to Alerts

Published April 26th, 2023 by Spencer McWilliams

Complexity:       Audience: Loan Servicers or Collectors, Upper Management, Developers, Accounting, Loan Servicing/Collections Managers, Administrators, Compliance, Data Introduction Alerts are an important tool for lending companies to make sure that their employees are notified about important information in a borrower's account. These alerts can

727 Views 3 min

Intro to Forecast Reports

Published February 28th, 2023 by Spencer McWilliams

Complexity:        Audience: Loan Servicers or Collectors, Upper Management, Developers, Accounting, Loan Servicing/Collections Managers, Administrators, Compliance, Data Introduction Payments are integral to any lending operation, and understanding what payments have been scheduled can help you predict income. Forecast reports do just that—show you

971 Views 2 min

Intro to Custom Fields

Published May 8th, 2023 by Spencer McWilliams

Complexity:        Audience: Loan Servicers or Collectors, Upper Management, Developers, Accounting, Loan Servicing/Collections Managers, Administrators, Compliance, Data Introduction Lending companies are unique in their product, workflows, and objectives. Because of this, each company has their own specific information that they want to store. Loa

648 Views 2 min
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