Notes

Actions & Results

General. Actions and results are a great way to standardize the notes your servicers create, when servicing loans. There are several reasons you may want to do this, but the most common situations ar…

Updated 2 weeks 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 3 weeks ago by Sloan

Create a New Customer Note Category

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 3 months ago by Sloan

Global System Notes

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 3 months ago by Sloan

Create a New Quick Note

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…

Updated 3 months ago by Cole

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 9 months ago by Cole