Notes

All Categories > LMS UI > Loans Tab > Loan Servicing > Notes

Create a New Customer Note Category

This article explains how to create a new customer note category in LMS.

Updated 3 weeks ago by Kayla Todd

Actions & Results

This article explains what Actions and Results are and how to set them up.

Updated 1 month ago by Nate Christensen

Creating a New Loan Note

This article explains how to create a new loan note in LMS.

Updated 1 month ago by Sloan

Creating a New Quick Note

This article explains how to add a quick note to a loan in LMS.

Updated 4 months ago by Cole

System Notes (History Changes)

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 1 year ago by Sloan

Notes/Alerts – the Basics

Complexity:. Audience: Loan Servicer or Collector, Loan Servicing/Collections Managers, Administrator, Compliance, Data Introduction. Within the servicing section of a loan, Notes/Alerts are a record…

Updated 1 month ago by Jackson Stone

Loan Notes Search

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