Document

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Loan Documents

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…

Updated 10 months ago by Cole

Creating a New Customer Document Section

This article explains how to create a new customer document section in LMS.

Updated 9 months ago by Kayla Todd

Create New Loan Document Section

This article covers how to create new loan document sections.

Updated 1 year ago by Sloan

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.

Updated 6 months ago by Cole

Upload a Common Document

This article explains how to upload files to your Common Documents.