All Categories > LMS UI > Settings Tab > Settings - Loan > Custom Categories and Portfolios
This article covers the different tenant level labeling options.
Updated 5 months ago by Brinley Bushman
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
This article explains how to create advancement categories.
Updated 11 months ago by Brinley Bushman
Introduction. This feature allows you to arrange your Interest adjustments into specific categories in LoanPro so they are organized and labelled. You can find your Interest adjustment categories by…
Updated 10 months ago by Megan Hill
This article explains how to add a new credit category in LMS.
Updated 1 year ago by Sloan
Here, we explain how to create and assign categories for funding transactions.
Updated 1 year ago by Jackson Stone
Introduction. Portfolios are like tags that you can add to loans. They're different from a loan status because a loan can only have one status, but can have many portfolios. So, portfolios can indica…
Updated 11 months ago by Jackson Stone
This article explains how to create a new loan note category in LMS.
Powered by HelpDocs (opens in a new tab)
Updated 2 years ago
by Cole
