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Source Company Manager

Source Company – Documents

Many LoanPro customers use "source companies" differently. For some, source companies are business partners or allies who refer loans. For LoanPro users with several brick-and-mortar locations, the s…

Updated 2 months ago by Jackson Stone

Source Company Manager

"Source company" is a flexible label, and LoanPro lets you use them in whatever way best suits your needs. Some users might use source companies to keep track of where their loans originate, such as…

Updated 2 months ago by Jackson Stone

Source Company – Employees

Many LoanPro customers use "source companies" differently. For some, source companies are business partners or allies who refer loans. For LoanPro users with several brick-and-mortar locations, the s…

Updated 2 months ago by Jackson Stone

Source Company – Info

Many LoanPro customers use "source companies" differently. For some, source companies are business partners or allies who refer borrowers. For LoanPro users with several brick-and-mortar locations, t…

Updated 2 months ago by Jackson Stone

Source Company – Cash Drawers and the Vault

LoanPro users have some latitude in how they use the Source Company Manager. If your source companies are business partners who referred your clients, you probably won't have much need for cash drawe…

Updated 2 months ago by Jackson Stone

Funding with a Physical Check

LoanPro's latest release includes upgrades to our Enhanced Funding tool. The new update improves funding accuracy, security, and tracking by setting physical check PDFs as generatable only once and a…

Updated 2 months ago by Nate Christensen

Source Company – Reconciling Cash Drawers and the Vault

When a transaction is first logged, it's status will be Pending, shown with the P in an orange box. This status is changed when you reconcile transactions. First, click the Reconcile button to the ri…

Updated 10 months ago by Jackson Stone

Source Company – Notes

Many LoanPro customers use "source companies" differently. For some, source companies are business partners or allies who refer borrowers. For LoanPro users with several brick-and-mortar locations, t…

Updated 11 months ago by Jackson Stone

Creating A New Source Company

Whether you're using the Source Company Manager to track which business allies referred customers to you, or to manage employees and cash drawers at your brick-and-mortar locations, the process of creating a new source company follows the same steps. This article will explain the process.

Updated 9 months ago by Jackson Stone

Source Company – Tenant-level Settings

Introduction. LoanPro lets users create "source companies" that they can assign to a loan, but we leave a lot of leeway in how source companies are used. Some tenants use source companies to keep tra…

Updated 10 months ago by Jackson Stone

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