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Promise

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 7 months 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 3 months 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 7 months 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 7 months 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 7 months 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 7 months ago by Sloan

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 7 months ago by Cole

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 6 months ago by Cole

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