Rules

Computation Rules and Comparisons

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

Updated 1 week ago by Sloan

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 1 week ago by Sloan

Creating Your First Computation Rule

General. Computation rules are used inside LoanPro for automated triggers, such as rules applied and flags. A computation rule is an expression (e.g. 4 < 6, 11 + 5) that evaluates to a number, date,…

Updated 1 week 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 9 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 9 months ago by Sloan

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 3 months ago by Sloan

Lists, Vectors, and Maps

General. This article assumes that you have read Creating Temporary Variables. At times we want to have a series of data that is grouped together. Many of the variables provided by LoanPro are groups…

Updated 4 months ago by Cole

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 11 months ago by Cole

Rules Applied

Introduction. 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, wh…

Updated 1 day 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 9 months 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 9 months ago by Sloan

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 1 year ago by Sloan

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 1 year 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 1 year 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 9 months ago by Sloan

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 1 month 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 1 year 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 months 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 1 year ago by Cole

Rules Manager

General. The rules manager is the location where you can create rules that will be available for use throughout your company. Rules can be used in rules applied , flags , etc. Rules in LoanPro are wr…

Updated 4 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 3 months 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 1 year 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 2 years 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 9 months ago by Cole

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 2 weeks ago by Cole

Using Dates in Computation Rules

LoanPro's latest release features a new operator in the Context Engine: "u/banking-days-between". This operator lets you count the number of banking days between two dates, and not count weekends or…

Updated 2 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 5 months ago by Sloan

Rules

Computation Rules and Comparisons

Creating Temporary Variables

Creating Your First Computation Rule

Follow-up Date Default Rules

Formatting Functions

How Computation Rules Work

Lists, Vectors, and Maps

Net Charge-Off Rule Trigger

Rules Applied

Rules Applied – Account Tools

Rules Applied – Amount Past Due (APD) Reset

Rules Applied – Bankruptcy

Rules Applied – Change Due Date

Rules Applied – Credits

Rules Applied – Customer Tools

Rules Applied – Evaluation Order

Rules Applied – Loan Checklist

Rules Applied – Loan Settings

Rules Applied – Stop Interest Date

Rules Manager

Special Operations for Computation Rules

Template Math

Template Tips & Tricks

Using Computation Rules to Automate the System

Using Conditional Statements

Using Dates in Computation Rules

Using Variables in Computation Rules

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