Tools Tab

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Notification Center

Articles that go over using notifications within LoanPro.

14 articles by 3 authors

Escrow

Articles on managing escrow.

11 articles by 2 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.

10 articles by 3 authors

Credit Reporting

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

4 articles by 2 authors

AutoPay

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

5 articles by 3 authors

Account Modification

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 1 week ago by Cole

Change Due Date

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. This tool is not available if the loan is not activated. How…

Updated 1 week ago by Cole

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 2 months ago by Cole

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 1 year ago by Cole

Past Due Adjustments

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 6 months ago by Sloan

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 4 months 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 6 months 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 month ago by Sloan