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Custom Form

Available Variables

General. LoanPro provides variables for use in custom forms, email templates, etc. that let you merge specific customer or loan data in order to make them more specific. This article provides a list…

Updated 5 months ago by Cole

Context Engine Glossary

General. The Context Engine is a large database of retrievable variables, available for use throughout LoanPro Software. Context engine variables can be used in several sections of LoanPro, including…

Updated 1 month ago by Sloan

Create New Custom Forms Section

General. Custom forms can be assigned to sections to help you better organize them. This article will cover how to create a new custom forms section. How To. To create a new custom forms section, nav…

Updated 6 months ago by Sloan

Custom Forms

General. Most lending companies need an easy way to print contracts and other forms that doesn’t require them to find the form, run calculations, input data, print and sign. For this, LoanPro provide…

Updated 3 months ago by Sloan

Custom Forms Editor Options

General. The custom forms editor offers several options the help you format your form and your text. Available Options. Let’s first go over the top menus: Tools. Source code – This option will open t…

Updated 3 months ago by Sloan

Custom Forms Tool

General. The custom forms tool is designed to let you generate custom forms for several accounts at the same time. How To. To generate custom forms for a group of accounts, you should first navigate…

Updated 6 months ago by Sloan

Custom Forms – Working with Tables

General. Using tables to format data is a very popular option inside the LoanPro custom forms editor. There are lots of options you can use to customize tables. This article will cover your table opt…

Updated 3 months ago by Sloan

Template Logic

General. LoanPro uses the Blitz template engine for custom forms. Blitz allows you to use logic in your custom forms to include or exclude sections of the form based on loan or customer data. For exa…

Updated 2 weeks ago by Sloan

Working with Custom Forms Variables

General. You can use the entire set of variables available in LoanPro in your custom forms. Most of the variables are straightforward in their usage, but some are less intuitive. When you insert a va…

Updated 3 months ago by Sloan

Working with Variables

General. LoanPro makes loan and customer data available so that you can create forms , emails , payment receipts , rules , computation fields , etc. that are customized for each loan or customer. Thi…

Updated 3 months ago by Sloan

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