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Nate Christensen
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Intro to the Automation Engine
Published June 14th, 2022 by Nate Christensen
Introduction The Automation Engine (formerly called ‘Rules Applied’) is a customizable automation system in LMS that uses criteria to automatically implement actions within your account. This article is a basic overview on what the Automation Engine is and how you can use it to automate your loan servicing. Why the Automation Engine is Useful Let's
Intro to Payment Integrations
Published June 14th, 2022 by Nate Christensen
Complexity: Audience: Loan Servicer or Collector, Management Team, Developers, Accounting, Loan Servicing/Collections Managers, Administrator, Compliance, Data Introduction Lenders have a few options to choose from when taking payments from borrowers. These include things like in-person payments (cash, check, money order, and card), NACHA pay
The Difference Between Activating Loans and Active Status Loans
Published June 14th, 2022 by Nate Christensen
Complexity: Audience: Loan Servicer or Collector, Loan Servicing/Collections Managers Introduction LoanPro is a robust software. And due to the naming conventions of the loan industry, there are some instances of similar terminologies used for different concepts. One particular instance that may cause confusion is the difference between an
Intro to Agent Walkthroughs (formerly known as Process Wizards)
Published June 19th, 2022 by Nate Christensen
Complexity: Audience: Loan Servicers or Collectors, Upper Management, Developers, Accounting, Loan Servicing/Collections Managers, Administrators, Compliance, Data Introduction This article explains Agent Walkthroughs in basic terms. If you are new to the concept of Agent Walkthroughs, this article is for you. However, if you already have a fo
Intro to Logging Payments
Published June 23rd, 2022 by Nate Christensen
Complexity: Audience: Loan Servicers or Collectors, Upper Management, Developers, Accounting, Loan Servicing/Collections Managers, Administrators, Compliance, Data Introduction We'd say it's safe to assume that most people understand what a payment is on a basic, conceptual level—a transfer of something of value for a good or service, but paym
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