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Account Linking

This article explains how to link loan accounts to one another.

Updated 1 week ago by Cole

Link a Customer to a Loan

General. Customers and loans are separate inside of LoanPro. That means that you can create a loan in the software without a customer or a customer without a loan. Usually, loans will have customers…

Updated 1 year ago by Cole

Parent-Child Loan Linking

Introduction. Parent-child loan linking functionality lets you designate multiple loans as the child of a single loan. When transactions are posted to the parent loan, a transaction is also posted to…

Updated 1 week ago by Sloan

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Account Linking

Link a Customer to a Loan

Parent-Child Loan Linking

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