Status

Create New Customer Status

General. The customer status feature was designed so you can better manage customers and keep track of where they are in the customer cycle. This article will cover how to create and assign customer…

Updated 5 months ago by Sloan

Create New Loan Status

General. It can be helpful to put your loans in different statuses that have meaning to you and your company. This article will cover how to customize your list of loan statuses inside LoanPro. How T…

Updated 3 months ago by Sloan

Loan Status and Sub-Status

General. Creating loan statuses that will meet your company’s needs is an important step in the process of setting up your company in LoanPro. The purpose of this article is to give general informati…

Updated 3 months ago by Sloan

Status

Create New Customer Status

Create New Loan Status

Loan Status and Sub-Status

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