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General. The customer manager is a centralized location where you can see all of your customers. One major thing to note about LoanPro that is different than most loan software platforms, is that cus…
Updated 3 months ago by Sloan
General. The loan manager is the best place to see a listing of your accounts. This page is designed to give basic information on each of your accounts and offer some search and report functionality.…
Updated 3 months ago by Cole
General. LoanPro’s Loan Manager shows summary data for the loans in your search. Sometimes it’s useful to have summary data by portfolio , source company , or Status/Sub-Status. These grouping option…
Updated 4 months ago by Cole
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…
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Updated 3 months ago
by Sloan
