Customer Manager

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Customer Communication History

Communication History shows you a history of SMS (text) and email messages sent or received by the system, Mail House history, and notes from TCN campaigns. This article will explain how to access and use the Communication History.

Updated 4 months ago by Sloan

Add a Reference

This article explains how to add a customer reference in LMS.

Updated 6 months ago by Sloan

Running an OFAC Test

Introduction. The Office of Foreign Assets Control (OFAC) is a department within the U.S. Treasury that regulates and enforces economic and trade sanctions based on US foreign policy. The OFAC compli…

Updated 1 month ago by Jackson Stone

CCPA/PIPEDA Compliance

This article explain the LMS features that help with remaining CCPA or PIPEDA compliant.

Updated 5 months ago by Cole

References Overview

General. Adding references to your customers’ files is a good way to keep track of people who can vouch for your customer and who may be able to give you information that can aid in your collections…

Updated 1 year ago by Cole

Update Employer Information

This article explains how to update a customer's employment information.

Updated 2 months ago by Nate Christensen

OFAC Compliance

Introduction. As a lender in the United States, there are many regulations and statutes that you must comply with. One of those is not doing business with specially designated nationals (SDN). The SD…

Updated 1 month ago by Jackson Stone

Customer Information Import

General. The customer information import allows you to import the main information for a customer. This import tool can also create a new customer within your company. The import system is not a real…

Updated 4 months ago by Sloan

Customer Links & Access

This article explains the Customer Links & Access section within an individual customer's information.

Updated 4 months ago by Sloan

Customer Manager

This article explains how to use the Customer Manager and its features.

Updated 4 months ago by Nate Christensen

Customer General Information

This article explains the general information section in the Customer Manager inside a specific loan.

Updated 4 months ago by Sloan

Customer Overview

Here, we break down the individual customer information pages and provide links to other articles with greater detail.

Updated 2 months ago by Nate Christensen

USPS Address Verify & Validate

General. These tools will allow you to both verify an address is a deliverable USPS address (Verify), and standardize the address format consistent with the USPS database (Validate). These tools are…

Updated 11 months ago by Sloan

Customer Billing

This article explains how to use the Billing Tool and other communication options to send billing information to your customers.

Updated 4 months ago by Sloan

Contact & Personal Information

This article shows the customer manager tabs inside a loan in LMS.

Updated 2 months ago by Sloan

Create New Customer

This article explains how to create a new customer in LMS.

Updated 4 months ago by Sloan

Customer Tools

The customer tools offer enhancements to the customer functionality inside LMS.

Updated 4 months ago by Sloan

Addresses

This article goes over the fields for entering in a customers address in LMS.

Updated 6 months ago by Sloan

Customer Communication Overview

This is an overview of LoanPro's customer communication tools. Here, we explain which tools are best for which situation and provide links to articles that cover each tool in detail.

Updated 4 months ago by Jackson Stone

Customer Phone Number

This article explains how to add a customers phone number in the Customer Manager.

Updated 4 months ago by Sloan

Create a New Customer Note

This article explains how to add a customer note in LMS.

Updated 4 months ago by Sloan

Delete a Customer

General. It is possible to delete unwanted customer accounts from LoanPro. Before doing this, verify that you truly don't want the customer account or any of it's associated information. How To. Dele…

Updated 1 year ago by Sloan