All Categories ​>​ ​LMS UI ​ > ​ ​Settings Tab ​ > ​ ​Custom Form

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 1 week ago by Cole

Context Engine Glossary

Introduction. 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, incl…

Updated 1 week 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 1 week ago by Sloan

Custom Forms

This article explains the concept of custom forms. Instructions on how to create and print custom forms are also included.

Updated 1 day ago by Nate Christensen

Custom Forms 101

What are Custom Forms? Custom forms pull information from customers, loans, and other items you’ve saved in LMS. Why are custom forms important? Let's say that a lending company wants to communicate…

Updated 4 weeks ago by Megan Hill

Custom Forms Editor Options

Introduction. The custom forms editor offers several options that help you format your form and text. Available Options. Let’s first go over the top menus: Tools. Source code – This option will open…

Updated 1 week ago by Sloan

Custom Forms – Working with Tables

Introduction. 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 tabl…

Updated 1 week 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 6 months 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 4 months ago by Sloan

Working with Variables

General. LoanPro makes loan and customer data available so that you can create individualized communications, such as forms , emails , payment receipts , rules , and computation fields that are custo…

Updated 1 month ago by Sloan

Powered by HelpDocs (opens in a new tab)