Source Company

Create A New Source Company

General. Source companies are designed so you can keep track of which companies you receive loans and leases from. You can filter your searches and reports by those companies to see how the loans and…

Updated 6 months ago by Sloan

Create a New Source Company Custom Field

General. You can choose to track source company values that aren’t tracked natively in LoanPro by creating source company custom fields. How To. To create a source company custom field, simply naviga…

Updated 6 months ago by Sloan

Using Source Companies

General. Often times lenders get customer referrals or they buy loans from other companies. Source Companies are designed to help you keep track of the sources of your loans. You can filter reports a…

Updated 3 months ago by Sloan

Source Company

Create A New Source Company

Create a New Source Company Custom Field

Using Source Companies

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