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Custom Field

Payment Custom Fields

Introduction. LoanPro gives you the option to create payment custom fields in addition to the other types of custom fields we offer. Custom fields let you record values that aren’t natively recorded…

Updated 10 months ago by Sloan

Loan Custom Fields

This article explains how to set up custom fields for loans so that you can track customized information.

Updated 1 year ago by Sloan

Using Custom Fields

Introduction. LoanPro's Loan Management Software (LMS) has native fields to store all kinds of data, but we recognize that every lender is different, and has unique information they like to track. LM…

Updated 4 months ago by Jackson Stone

Create Computation Field

This article explains how to create use computation fields.

Updated 10 months ago by Nate Christensen

Source Company – Custom Fields

General. You can choose to track source company values that aren’t tracked natively in LoanPro by creating source company custom fields. How To. To create a source company custom field, navigate to S…

Updated 6 months ago by Sloan

Associated Company Directory

This article goes over the associated company directory in LMS.

Updated 6 months ago by Jackson Stone

Auto-Calculate Custom Fields

This article expands upon creating loan custom fields. Here, we explain how custom fields can be used to calculate specific loan numbers automatically.

Updated 5 months ago by Cole

Customer Custom Fields

LMS lets you create a custom field if you need to track something that isn't tracked by default in the system. This article will go over creating a new customer custom field specifically in the Customer Information section.

Updated 9 months ago by Kayla Todd

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