Introduction. LoanPro allows you upload documents for loan accounts. This will help you manage documents that are relevant to specific loans or leases. Loan documents are slightly different than cust…
Creating a New Customer Document Section
This article explains how to create a new customer document section in LMS.
Uploading a Customer Document
LoanPro makes it easy to upload documents to a specific customer and a specific document section in LMS, allowing you to keep documents readily available and well organized. This article will explain how to upload and organize your documents.