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 2 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 3 months 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 3 months ago by Cole

Loan Admin Tools

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 3 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 9 months 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 3 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 2 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 3 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 3 months ago by Sloan

Tools Tab

Notification Center

Escrow

Collector Queue

Customer Communication

Credit Reporting

AutoPay

Account Modification

Change Due Date

Loan Admin Tools

Loan Admin Tools – Rules Applied

Past Due Adjustments

Quick Quote

Restore a Deleted Loan

SMS Text Tool

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