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Human Activity Date. LoanPro Software records in the Loan Archive a value of “Human Activity”. This is the most recent date as of the quoted date that activity has been done on the account, excluding…
Updated 3 months ago by Darrin Wray
General. The grouping option lets you search for loans that are in specific groups including portfolio, source company, checklist item, and flooring customer. Most of these options can be selected fr…
Updated 2 years ago by Sloan
This article explains the advanced options available for searches and how to use them.
Updated 5 months ago by Sloan
General. It’s very important to have the ability to effectively search for and find the loans you need. You should be able to search for loans using a single search parameter, or many search paramete…
Updated 1 year ago by Sloan
General. The activity filters let you narrow down loans by whether borrowers are SMS verified. You can also filter loans by specific dates by entering a date into the appropriate field. Activity Sear…
This article goes over how to create and edit brackets.
Updated 4 months ago by Cole
General. LoanPro lets you search your loans by keyword. This means you can enter words that will be present in some section of the loans that should result from your search. The values that are searc…
General. When processing payments using NACHA files (and sometimes when using integrated processors), it is useful to be able to easily find the routing and account number for a customer. Because of…
Updated 3 months ago by Sloan
General. The status drop-down gives the option to search only by a specific loan status or sub status. If you want to search by more than one status or sub status, choose the first status or sub stat…
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Updated 2 years ago
by Sloan
