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Promise

Tracking Account Promises

General. LoanPro Software allows you to document and track promises made by your customers. You can track each promise by category (e.g. payment & insurance). You can set up an automatic notification…

Updated 5 days ago by Cole

Promises Overview

General. The promise functionality in LoanPro is designed to help you keep track of what your customers tell you they will do. This information is then made available inside of each account and in ag…

Updated 1 month ago by Cole

Export Loan Promises

General. Promises can be exported as a comma separated values (CSV) file to your computer. This file can be opened by any spreadsheet program (e.g. Microsoft Excel, OpenOffice Calc, Apple Numbers). B…

Updated 1 month ago by Sloan

Filter Promise by Category

General. LoanPro Software allows you to filter promises by category. This will allow you to view promises that are made for a single category (Insurance, Payment, Other) or you can select All to view…

Updated 1 month ago by Sloan

Filter Promise by Status

General. LoanPro Software allows you to filter promises by status. You can choose to view promises in a single status (Pending, Failed, Fulfilled), or view promises in all statuses simultaneously. Ho…

Updated 1 month ago by Sloan

Create a Promise

General. The promise functionality in LoanPro is designed to help you keep track of what your customers tell you they will do. This information is then made available inside of each account and in ag…

Updated 1 month ago by Sloan

Fulfill a Promise

General. LoanPro Software allows you to track the status of a promise and document when a promise has been fulfilled. How To. All Promises. You can mark promises fulfilled inside the Promises tab of…

Updated 1 month ago by Sloan

Default Debt Sale Process

General. A major function of LoanPro software is to make common company processes as streamlined and effective as possible, to save users on time and manpower. This article will cover how this is gen…

Updated 7 months ago by Cole

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