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.Overview of automations
A quick explanation of LoanPro's main automation tools.Creating automations
Create automations to streamline your processes, all according to your own custom business logic.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
- Creating a loan
- Interactive SMS
- Audit Trail and reporting tools
- Contract matching
- Setting up a loan
- Report types
- Automated notifications