All Categories > LMS UI > Settings Tab > Custom Categories and Portfolios
General. When an advancement is created in LoanPro, it can be assigned to a category in order to better remember what it was for and to classify it with other advancements. This article covers creati…
Updated 1 week ago by Sloan
General. When credits are logged on your loan or lease accounts, you can assign them to a category to classify them. This article covers creating a new credit category. How To. To create a new credit…
General. When you create notes on a loan or lease account, you can organize them into categories. This article will cover how to manage your list of categories. How To. To create a new loan note cate…
This feature was added with LoanPro's latest release. For more info, see our article on the Enhanced Funding Process. LoanPro's Enhanced Funding Tool let's you create and assign categories for fundin…
Updated 1 week ago by Jackson Stone
General. Portfolios are designed to help your company specify groups of loans. They can be used to group things like location, loan size, investor, servicing company or any other form of grouping tha…
Updated 2 years ago by Cole
General. Portfolios are easy to set up and they help you group your loans in a flexible way. For an overview on what a portfolio is please read our Portfolio Overview article. This article will go ov…
Updated 9 months ago by Cole
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Updated 2 years ago
by Cole
