Collateral and Insurance
Articles that go over everything having to do with the collateral on a loan account.
Create a Loan - Full Process (Import & API)
This article explains the entire process of creating a new loan using the API and the .csv import tool.
Loan Summaries By Group
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…
New Loan Manager – Next Steps
Step-by-step instructions on how to use the new-and-improved Enhanced Loan Manager.
New Loan Manager – Basics
The Enhanced Loan Manager is a major upgrade, simplifying the process of searching for and servicing loans.
Custom Onboarding Process
Introduction. LoanPro offers a Custom Onboarding Process for creating new loans. A custom onboarding process walks you through onboarding a loan in the order of your choosing. To fit your lending nee…