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Nate

Nate Christensen

A Quick Introduction to the LoanPro API

Published June 14th, 2022 by Nate Christensen

Complexity:       Audience: Upper Management, Developers, Administrator, Compliance, Data  The LoanPro API The LoanPro API allows you to integrate your software with ours. With the help of LoanPro's API documentation, you can build requests to create, read, update, or delete information stored in LoanPro's Loan Management System. Below, we'll provid

698 Views 1 min

Creating Process Wizards

Published October 21st, 2022 by Nate Christensen

Complexity:        Audience: Loan Servicer or Collector, Upper Management, Loan Servicing/Collections Managers, Administrator  If you are new to the concept of Process Wizards and would like to learn the basics, consider reading our Intro to Process Wizards article first.   Introduction Process Wizards are customizable guides that lead users through

558 Views 3 min

Intro to Rules Applied

Published June 14th, 2022 by Nate Christensen

Introduction 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 Rules Applied are and how you can use this feature to automate your loan servicing. Why Rules Applied are Useful Let's say that your company has a policy of forgivin

1224 Views 3 min

Intro to 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 Process Wizards in basic terms. If you are new to the concept of Process Wizards, this article is for you. However, if you already have a foundati

1508 Views 4 min

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

814 Views 3 min

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

900 Views 5 min

Actions & Results (definition)

Published June 14th, 2022 by Nate Christensen

A tool within LoanPro that allows agent users to quickly record when they have performed a certain action on an account and select an associated result of that action. Actions and results can be set up in Settings > Loan > Labeling > Action & Results.

310 Views 1 min

Intro to Promises

Published June 14th, 2022 by Nate Christensen

Complexity:        Audience: Loan Servicer or Collector, Upper Management, Developers, Loan Servicing/Collections Managers Introduction Sometimes borrowers are unable to make their payments or send you a document, but promise that they will just a couple of days, or by the end of next week. To make tracking these agreements easier, LoanPro has a Pro

2002 Views 2 min

Release Notes

Published March 23rd, 2023 by Nate Christensen

Introduction LoanPro issues four major software releases a year, which include new features and improvements to performance. 2023 Release Schedule Release Window Release Date Environment Release Notes Q1 March 23, 2023 SaaS March 2023 Release Notes Q1 April 19, 2023 PSaaS April 2023 Release Notes Q2 June 23, 2023 SaaS June 2023 Release Notes Q2 July

1610 Views 1 min

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

761 Views 2 min
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