Automation Engine
Articles
Compliance Guardrails
Executing automations on individual loans
Toggle whether automations apply to individual accounts.Clojure
Getting started with Clojure for writing rules in LoanPro’s Automation Engine.Creating automations
Create automations to streamline your processes, all according to your own custom business logic.Overview of automations
A quick explanation of LoanPro's main automation tools.More Guides
- Agent users
- Smart Checklist
- Variable interest rates
- OFAC InstaCheck
- Base Communications Suite
- Statements
- Dashboards
- Compliance overview
- Applying and viewing discounts
- Credit pulling
- Smart Mail House
- Queues
- Smart Panel
- Agent Walkthroughs
- Smart Panel
- Creating a loan
- Interactive SMS
- Audit Trail and reporting tools
- Contract matching
- Setting up a loan
- Report types
- Automated notifications