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General. Loan alerts are important messages that will always be accessible from the loan header and will be displayed prominently on the Loan Summary tab inside a loan. The purpose of the Loan Alert…
Updated 3 days ago by Cole
General. While LoanPro offers the ability to add notes to a customer or customer account, sometimes there is information on an account that is important enough that it should be clearly visible and s…
Updated 1 week ago by Cole
General. The account notices & notes alerts are designed as a click through message that appears when a loan is opened. These are sometimes referred to as tickler notifications. These notifications c…
Updated 2 weeks ago by Cole
General. 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. For ex…
Updated 3 weeks ago by Sloan
General. 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 so it…
General. 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 update…
Updated 6 months ago by Sloan
General. Usury alerts are designed to notify you if a loan you are setting up has an APR that is too high. Usury alerts will be set up by you. LoanPro takes no legal responsibility to ensure you don’…
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…
General. 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 geograp…
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Updated 6 months ago
by Sloan
