Creating a New Customer Note Category
This article explains how to create a new customer note category in LMS.
System Notes (History Changes)
Introduction. 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…
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…