Document

Upload a Common Document

General. LoanPro gives you the option to upload common documents for your company to help your company organize and manage documents that are necessary or simply helpful to your business operations o…

Updated 5 days ago by Cole

Upload a Customer Document

General. In LoanPro you can upload documents to a customer file in order to keep them readily available and better organized. Note: When you pull document information through the API the active prope…

Updated 1 month ago by Cole

Loan Documents

General. LoanPro lets you upload documents for specific accounts. This helps you manage documents that are relevant to specific loans or leases. You also have the option to upload documents for speci…

Updated 1 month ago by Cole

Create New Loan Document Section

General. LoanPro gives you the option to upload documents to your loan and lease accounts. You can organize these documents by section. This article covers how to create new loan document sections. H…

Updated 6 months ago by Sloan

Create a New Customer Document Section

General. LoanPro helps you organize your customer documents by making it easy to upload documents to a specific user and document section. The list of document sections is customizable, so you can ke…