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.
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…
Introduction. 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 collect…
Updating Employer Information
This article explains how to update a customer's employment information.
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…
Customer Information Import
In this article, we explain how to import customer information into LoanPro.
Customer Links & Access
This article explains the Customer Links & Access section within an individual customer's information.
Customer General Information
This article explains the general information section in the Customer Manager inside a specific loan.
Here, we break down the individual customer information pages and provide links to other articles with greater detail.
USPS Address Verify & Validate
Introduction. 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…
This article explains how to use the Billing Tool and other communication options to send billing information to your customers.
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.
Customer Phone Number
This article explains how to add a customers phone number in the Customer Manager.