Rules

Rules Applied – Basics

This article is a basic overview on rules applied, along with new features added.

Updated 1 month ago by Jackson Stone

Rules Applied – Intermediate

This article expands upon the information provided by Rules Applied – Basics. Here, we cover more advanced ideas and explain how to set your own rules applied.

Updated 2 months ago by Nate Christensen

Clojure Rules 101

This article explains Clojure for people unfamiliar with the language, and even those with no background in programming.

Updated 2 months ago by Jackson Stone

Clojure Rules Next Steps

This article will explain how each get a little more complex when writing Clojure Rules in LMS.

Updated 1 month ago by Jackson Stone

Rules Applied – Actions

In this article, we break down the different types of rules applied actions and explain the available options.

Updated 2 months ago by Nate Christensen

Rules Applied – Evaluation Order

Since the application of one rule can make changes that could affect another rules application, LoanPro gives you the option to specify the evaluation order of rules applied for your company. This article will explain how to do so.

Updated 2 months ago by Kayla Todd

Template Math

LoanPro provides some basic functions that can be used to perform basic mathematical operations. To use one of these functions, you will need to know the function name and parameters, and this article will go over each.

Updated 2 months ago by Kayla Todd

Using Dates in Computation Rules

Introduction. 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 resu…

Updated 2 months ago by Jackson Stone

Using Variables in Computation Rules

LoanPro has built-in variables which will be automatically replaced with the latest values for a given loan each time the rule is evaluated. This article will go over variables and how to use them in a Computation Rule.

Updated 1 month ago by Kayla Todd

Rules Manager

The Rules Manager lets you create a list of rules, and then pull from that list any time you're writing a rule elsewhere.

Updated 1 month ago by Jackson Stone

Template Tips & Tricks

LoanPro Template Tips and Tricks. LoanPro lets you use values as variables. These variables can be used in several ways inside the system including email messages , custom forms , computation fields…

Updated 2 months ago by Sloan

Using Computation Rules to Automate Stoplights and Flags

In LoanPro, there are several automated evaluation channels that can change the stoplight or flag status for your loan. These status changes are evaluated when a loan is updated on a daily basis, generally outside of business hours for the US and Canada, and can be run manually from inside of a loan as needed. This article will primarily cover how to create these computation rule systems.

Updated 2 months ago by Kayla Todd

Using Conditional Statements

General. This article assumes that you have read Computation Rules and Comparisons and that you understand the material covered in those two articles. At times, we will want different values to be co…

Updated 7 months ago by Cole

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 1 year ago by Sloan

Creating Your First Computation Rule

This article explains how to create a new computation rule.

Updated 3 months ago by Jackson Stone

Net Charge-Off Rule Trigger

Introduction. The net charge-off rule trigger 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 Set…

Updated 2 months ago by Nate Christensen

Follow-up Date Default Rules

Introduction. LMS's follow-up dates can help you make collections efforts on your loans. Some companies use promises to accomplish this, but follow-up dates can be automated. This helps you easily bu…

Updated 9 hours ago by Jackson Stone

Creating Temporary Variables

This article explains how to use temporary variables to simplify long Clojure statements.

Updated 3 months ago by Nate Christensen

Special Operators for Computation Rules

Introduction. If you've read Clojure Rules 101 and Clojure Rules Next Steps , then you know that some operators perform special functions, and return different kinds of data. This article discusses s…

Updated 1 month ago by Jackson Stone

Lists, Vectors, and Maps

This article explains how to use lists, vectors, and maps in Lisp.

Updated 2 months ago by Nate Christensen

Rules

Rules Applied – Basics

Rules Applied – Intermediate

Clojure Rules 101

Clojure Rules Next Steps

Rules Applied – Actions

Rules Applied – Evaluation Order

Template Math

Using Dates in Computation Rules

Using Variables in Computation Rules

Rules Manager

Template Tips & Tricks

Using Computation Rules to Automate Stoplights and Flags

Using Conditional Statements

Formatting Functions

Creating Your First Computation Rule

Net Charge-Off Rule Trigger

Follow-up Date Default Rules

Creating Temporary Variables

Special Operators for Computation Rules

Lists, Vectors, and Maps

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