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Checklist

Checklists

General. Checklists help you manage processes for loans that aren’t natively supported by LoanPro, such as ensuring that proper documentation is received before the loan is funded, or that everything…

Updated 2 weeks ago by Cole

Configure Checklist

General. The checklist feature in LoanPro is designed to help you ensure that specific tasks are being completed for your accounts. You can customize the account checklist for your company so that it…

Updated 4 months ago by Sloan

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