All Categories > LMS UI > Loans Tab > Loan Servicing > Notes
This article explains what Actions and Results are and how to set them up.
Updated 1 week ago by Cole
General. In LoanPro, you can customize the available customer note categories. This adds to the flexibility of the system and helps you organize your customer notes more effectively. How To. To add o…
Updated 1 week ago by Sloan
General. LoanPro provides a quick note option so that you can easily log template notes instead of typing them out each time. You can add or edit the template notes. This article goes over adding a n…
General. The global system notes differ from other system notes because while other system notes give information about changes that affect your customers (customer changes, loan changes, lease chang…
Updated 1 year ago by Sloan
General. There are several places within LoanPro that you may see the notes on an account. If you would like to see a list of all notes in the system, navigate to Reports > Transactions History > Not…
Updated 2 years ago by Cole
General. LoanPro provides information on changes that occur within your customer files and accounts. This feature is designed to give you the ability to audit your company in a way that lets you trac…
Updated 9 months ago by Sloan
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Updated 1 year ago
by Sloan
