Tools Tab

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Notification Center

Articles that go over using notifications within LoanPro.

16 articles by 5 authors

Escrow

Articles on managing escrow.

11 articles by 3 authors

Collector Queue

Articles that go over collector queues in LoanPro

2 articles by 2 authors

Customer Communication

All the different ways to get in touch with your customers, including SMS and Mail House.

11 articles by 4 authors

Credit Reporting

Article explaining how to pull or report a customer's credit score in LoanPro or Connections.

4 articles by 3 authors

AutoPay

Everything you need to know about the AutoPay Manager and setting up automatic, scheduled payments for your loans.

6 articles by 5 authors

Quick Quote

General. You may want to be able to run a loan calculation without creating a permanent loan account. The Quick Quote tool was designed create a temporary loan so you can see loan numbers and other l…

Updated 2 years ago by Cole

Restore a Deleted Loan

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 2 years ago by Cole

SMS Text Tool

General. The SMS tool provides a way for you to send a text message to a specified group of loans. If you register a phone number and the customer then sends you a message before you send one to them…

Updated 1 year ago by Sloan

Loan Admin Tools – Rules Applied

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…

Updated 3 months ago by Cole

Past Due Adjustments

Complexity:. Audience: Loan Servicer or Collector, Upper Management, Accounting, Compliance, Loan Servicing/Collections Managers Introduction. While rare, it's possible that you need to make an adjus…

Updated 9 months ago by Nate Christensen

Loan Admin Tools

General. The Loan Admin Tools let you run rule evaluations for groups of your loans. Rule evaluations are typically run with daily maintenance , when an account is opened, or when a transaction occur…

Updated 11 months ago by Cole

Tools Overview

In LMS, the tools tab serves as a hub for various features make it easier to perform certain tasks in the system. In this article, we'll be going over the basic information on features that exist under the Tools tab.

Updated 5 months ago by Kayla Todd