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Customer Manager

Add a Reference

General. Adding references for your customers can aid in your collections efforts. You are not limited on the number of references that can be added to a customer. How To. There are two places you ca…

Updated 7 months ago by Sloan

Addresses

General. There are many places inside LoanPro where addresses can be entered, but no matter where you are entering them in the LoanPro system, the processes are very similar. This article will give d…

Updated 2 months ago by Sloan

CCPA/PIPEDA Compliance

General. CCPA or California Consumer Privacy Act is intended to protect privacy rights for residents of the state of California, United States. The act allows customers to know what data companies ha…

Updated 6 months ago by Cole

Contact & Personal Information

General. This section shows a summary of the customer’s information. It is broken into four tabs: Summary. Contact Information. Additional Information. History. Summary. There are several sections to…

Updated 3 months ago by Sloan

Create New Customer

General. Once you have a borrower, it’s important to enter their information into LoanPro so you can keep track of it. This article will cover the specifics of entering customer information into Loan…

Updated 10 months ago by Sloan

Create a New Customer Note

General. LoanPro makes it easy to add notes about your borrowers. These notes are intended to serve as a reminder of who a customer is. Notes that pertain specifically to a loan between you and the c…

Updated 7 months ago by Sloan

Customer Billing

General. Most lenders will send regular billing statements to their borrowers. LoanPro provides many options for keeping in contact with your borrowers with minimal effort. This article will cover th…

Updated 7 months ago by Sloan

Customer Communication History

General. 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. The Communication History tab is…

Updated 6 months ago by Sloan

Customer Communication Overview

General. In the lending business, communication with your customers is critical to your success. LoanPro provides ways to easily communicate with your customers through email , SMS text , automated p…

Updated 1 year ago by Sloan

Customer General Information

General. The General Information section when creating a new customer is intended to record the basic information about a customer inside of LoanPro. Information. The General Information section cont…

Updated 10 months ago by Sloan

Customer Information Import

General. The customer information import lets you import the main information for a customer. This import can also create a new customer within your company. Note: The import system is not a real-tim…

Updated 7 months ago by Sloan

Customer Links & Access

General. The links and access section shows accounts that a customer is linked to and gives the option to control web access and messages the customer will receive from those accounts. To access thes…

Updated 7 months ago by Sloan

Customer Manager

General. The customer manager is a centralized location where you can see all of your customers. One major thing to note about LoanPro that is different than most loan software platforms, is that cus…

Updated 2 months ago by Sloan

Customer Overview

General. A customer in LoanPro is any individual or company that can be associated to a loan. Customers don’t have to be associated to a loan in order for them to be referred to as customers. Our loa…

Updated 10 months ago by Sloan

Customer Phone Number

General. LoanPro Software gives you a lot of tools associated to a customer phone number. These tools can be used on the Contact & Personal Information of a customer file or while editing the custome…

Updated 1 year ago by Sloan

Customer Tools

General. The customer tools offer some enhancements to the customer functionality inside LoanPro. These include credit score, OFAC compliance, and address verification. Customer tools are located on…

Updated 6 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 7 months ago by Sloan

OFAC

General. The Office of Foreign Assets Control (OFAC) is an entity of the U.S. government as part of the US Department of the Treasury that manages economic sanctions, and has a Specially Designated N…

Updated 1 year ago by Cole

OFAC Compliance

General. 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 compliance…

Updated 9 months ago by Cole

OFAC Compliance Test

General. 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 SDN lis…

Updated 3 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 6 months ago by Cole

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 2 months ago by Sloan

Update Employer Information

General. LoanPro gives the option to track information on a customer’s employer. This information can be updated when needed so that it’s always current. How To. Navigate to either Users > Customer M…

Updated 9 months ago by Cole

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