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Introduction. In the United States, each State has regulations on the creation of loans regarding Interest Rate and APR. Other countries also have Usury laws, some of which change depending on the ge…
Updated 4 months ago by Sloan
Introduction. Flags are a good way to give a more in-depth look at loan conditions. There are several flag colors and you can set a specific flag to appear on accounts based on a certain condition. F…
Updated 6 months ago by Jackson Stone
This article explains how to set rule-based and loan-specific message notifications.
Updated 10 months ago by Cole
Introduction. The follow-up date is a date LoanPro tracks that helps your servicers know when they should follow up with a customer. This date is set in the loan settings, but can be automatically up…
Updated 6 months ago by Sloan
General. LoanPro lets you specify some items that are required in order to activate a loan. This feature is designed so that you can be reminded of items that were potentially missed when creating a…
Updated 2 years ago by Sloan
Introduction. Stoplights are designed to give you an idea of the overall “health” of an account at a glance. You can either manually assign a stoplight to an account or you can configure the system s…
This article explains how to create, use, and update loan alerts.
Updated 1 year ago by Cole
This article explains how to create a usury alert in LMS.
Updated 8 months ago by Sloan
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Updated 4 months ago
by Sloan
