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All Categories > LMS UI > Loans Tab > Loan Setup > Link

Account Linking

General. Sometimes it may be useful to link loans together inside of your company account. LoanPro lets you link a loan to one other loan, but an unlimited number of loans can be linked to any one lo…

Updated 3 months 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 10 months ago by Cole

Parent-Child Loan Linking

General. 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 each…

Updated 2 months ago by Sloan

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Account Linking

Link a Customer to a Loan

Parent-Child Loan Linking

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