Import

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Import Example – Payments

LoanPro has updated our Import process in the latest release. For more info, see our articles on The Import Process , Importing through the API , and Import Reports. Introduction. Since the import fe…

Updated 1 month ago by Sloan

Import Example – Roll Schedule

General. The schedule roll import lets you import a new schedule roll to loan accounts. This import can also edit existing schedule rolls or remove any if necessary. The import system is not a real-t…

Updated 4 months ago by Sloan

Import Example - SMS Verification

LoanPro has updated our Import process in the latest release. For more info, see our articles on The Import Process , Importing through the API , and Import Reports. General. This article will go ove…

Updated 4 months ago by Sloan

The Import Process

This article is the starting point for any users looking to learn how to use LMS's import tools.

Updated 1 month ago by Jackson Stone

Import Reports

Import Reports. These reports are a new feature of LoanPro's updated import process , and although we'll soon have them available at the end of any import, we're starting with just the two most commo…

Updated 6 months ago by Jackson Stone

Import CSV Templates

Here are template .csv files for all LMS imports.

Updated 7 months ago by Jackson Stone

Imports – Best Practices

Introduction. If you have a large set of data to add to LoanPro's Loan Management System (LMS), inputting it manually would be time-consuming and difficult. Entering data manually can even lead to en…

Updated 3 weeks ago by Nate Christensen

Import Example – Loan/Lease

General. Importing loans or leases into LoanPro can seem very daunting. This article will walk you through the import process and provide comprehensive information on best practices for this type of…

Updated 4 months ago by Cole

Payment Profile Import – LMS

This is the second step in a two-part process of importing payment profile information. Here, we explain how to import tokenized information into LMS.

Updated 1 month ago by Nate Christensen