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Rules

Rules Applied – Change Due Date

General. You can use rules applied to change due dates on your accounts. Change-due-date rules applied will change the next due date on an account when the account qualifies for a specified rule. Thi…

Updated 2 days ago by Sloan

Rules Applied – Loan Settings

General. This article will supplement the information that can be found in rules applied. The loan settings rules applied specifically let you change the loan settings when the rules that you set up…

Updated 6 days ago by Sloan

Rules Applied

General. Your company policies and procedures are likely unique. In an effort to help automate as much of your company’s processes as possible, LoanPro provides the Rules Applied feature. So, what is…

Updated 6 days ago by Sloan

Using Computation Rules to Automate the System

General. This article assumes that you have read and understand the material covered in Using Conditional Statements. In LoanPro, there are several automated evaluation channels that can change the s…

Updated 1 week ago by Cole

Rules Applied – Evaluation Order

General. Since the application of a rule can change something that could affect the application of another rule, LoanPro gives you the option to specify the evaluation order of rules applied for your…

Updated 2 weeks ago by Sloan

Rules Applied – Loan Checklist

General. You can use rules applied to check or uncheck items from your custom checklist. This article is intended to supplement the information found in rules applied. Overview. Checklist rules appli…

Updated 3 weeks ago by Sloan

Rules Applied – Stop Interest Date

General. You can choose to either suspend or resume interest accrual using rules applied. This article is intended to supplement the information found in rules applied. Overview. Stop-interest-date r…

Updated 3 weeks ago by Cole

Rules Applied – Bankruptcy

General. This article will supplement the information that can be found in rules applied. The bankruptcy rules applied specifically lets you update the active bankruptcy on an account when the rules…

Updated 3 weeks ago by Sloan

Rules Applied – Account Tools

General. The Account Tools rules application lets you automatically use account tools based on rules you enter. This includes account activation, deactivation, archive, and delete. Overview. To acces…

Updated 3 weeks ago by Sloan

Rules Applied – Amount Past Due (APD) Reset

General. You can use rules applied to reset the amount past due on accounts. This article will supplement the information found in rules applied. Note: The Amount Past Due rules applied will not fire…

Updated 3 weeks ago by Sloan

Rules Applied – Credits

General. You can use rules applied to automatically add credits to your accounts. Credits rules applied will add a credit to an account when the account qualifies for a specified rule. This article i…

Updated 3 weeks ago by Sloan

Rules Applied – Customer Tools

General. The Customer Tools rules application lets you use customer tools based on rules you enter. This includes things like pulling credit, social profile lookup, address verification, and OFAC com…

Updated 3 weeks ago by Sloan

Creating Your First Computation Rule

General. Computation rules are used inside LoanPro for things like rules applied , flags , triggers and more. A computation rule is an expression (e.g. 4 < 6, 11 + 5) that can evaluate to a numeric o…

Updated 1 month ago by Sloan

Template Math

General. LoanPro provides some basic functions that can be used to perform basic mathematical operations. To use one of these function, you will need to know the function name and the parameters it t…

Updated 4 months ago by Sloan

Using Variables in Computation Rules

General. Usually when creating computation rules, the goal is to create a useful computation based off of the values of a given loan. These values often change, and we don’t really want to update the…

Updated 4 months ago by Sloan

Using Dates in Computation Rules

General. When dealing with loans, a lot of things are measured in time. This can be anything from the number of days since a payment was last made to how long until a loan is paid off. As a result, w…

Updated 6 months ago by Sloan

Net Charge-Off Rule Trigger

General. The net charge-off rule trigger section is designed to let you view and run manual evaluations on charge-off rules. How To. You can create a rule application for charge-off by navigating to…

Updated 6 months ago by Cole

How Computation Rules Work

General. This article will go over the basics of how computation rules work and why they look the way they do. This article assumes you already know how to create a basic computation rule. If you don…

Updated 6 months ago by Sloan

Formatting Functions

General. This article will cover the use of functions to format merged values in your templates inside LoanPro. Formatting functions can be used in the following things: Custom Forms. Email Tool. Tri…

Updated 6 months ago by Sloan

Follow-up Date Default Rules

General. The follow-up date feature in LoanPro is designed to help you or your servicers know when to make collections efforts on your loans. Some companies use LoanPro's promise functionality to acc…

Updated 6 months ago by Sloan

Boolean Arithmetic

General. This article assumes you have already read Computation Rules and Comparisons and that you understand the basics of logical operators and comparisons. It also assumes you have read Creating T…

Updated 6 months ago by Cole

Computation Rules and Comparisons

General. There are times that we want to compare two or more values to see how they relate to each other. To do this, Lisp has several comparison operators that allow us to set up comparison rules. L…

Updated 6 months ago by Sloan

Template Logic

General. LoanPro uses the Blitz template engine for custom forms. Blitz allows you to use logic in your custom forms to include or exclude sections of the form based on loan or customer data. For exa…

Updated 6 months ago by Sloan

Special Operations for Computation Rules

General. This article discusses several operations available in LoanPro that can be used with Computation Rules. These rules allow you to get whole numbers out of text, grab portions of text, and wor…

Updated 6 months ago by Sloan

Using Conditional Statements

General. This article assumes that you have read Computation Rules and Comparisons and Boolean Arithmetic and that you understand the material covered in those two articles. At times, we will want di…

Updated 6 months ago by Cole

Creating Temporary Variables

General. LoanPro provides many useful loan variables that you can use. However, at times some of your computation rules will become very complex and will use the same computed value or expression rep…

Updated 6 months ago by Sloan

Template Tips & Tricks

LoanPro Template Tips and Tricks. LoanPro lets you use many values as variables. These variables can be used in lots of places inside the system including: email messages , custom forms , computation…

Updated 7 months ago by Sloan

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