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General. The Loan Admin Tools are intended to let you run rule evaluations for groups of your loans whenever you want. Rule evaluations are typically run with daily maintenance , when an account is o…
Updated 1 week ago by Cole
General. The Loan Admin Tools > Rule Applied Configuration section allows you run rule evaluations for specific groups of loans in your company whenever you want. Rule evaluations are typically run w…
General. The email tool lets you easily send emails to any customer or group of customers. You can save the emails you compose as forms so that you can use them again and again. LoanPro also lets you…
Updated 2 weeks ago by Sloan
General. Making loan modifications, or changing the terms of a loan part way through the loan, is possible in LoanPro. A loan modification is essentially a new loan that is placed on top of an old lo…
Updated 2 weeks ago by Cole
General. LoanPro’s change due date feature allows you to change payment due dates, one at a time, at any point during the life of a loan. Note: This tool is not available if the loan is not activated…
Updated 1 month ago by Cole
General. Past due adjustments let you choose to adjust the amount past due by a specified amount, or set the first date when the account will be considered past due, rather than use the numbers calcu…
Updated 5 months ago by Sloan
General. In the Loan Manager you can view a list of all your accounts. Usually, at the end of the life of an account, you will archive the account, but you are also able to delete accounts. Deleting…
Updated 5 months ago by Cole
General. In some cases, you don’t want to manually pull reports from LoanPro. Rather, you would like to set them to pull automatically so you get the same report on the same day every week, month, et…
Updated 6 months ago by Sloan
General. The SMS tool provides a way for you to send a text message to a specified group of loans. Note: If you register a phone number and the customer then sends you a message before you send one t…
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Updated 6 months ago
by Sloan
