Defaults

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Loan Type Specific Defaults

Introduction. There are two main types of loan defaults: loan type specific and user group. Loan type specific defaults let you designate what the defaults will be depending on the loan category and…

Updated 2 weeks ago by Kayla Todd

System Defaults

Introduction. The system defaults lets you specify the default loan type for each of the different loan classes (automobile, real estate, consumer, other) that you can create inside of LoanPro. Editi…

Updated 2 weeks ago by Kayla Todd

New Charge Defaults

Introduction. LoanPro makes logging a new charge easier by letting you set new charge defaults. How To. To set defaults for a new charge navigate to Settings > Defaults > New Transaction > New Charge…

Updated 1 week ago by Cole

Payment Defaults

General. Logging payments should be a frequent activity for any lending company. Payment defaults are designed to make this process as efficient as possible. This article will cover setting the payme…

Updated 1 week ago by Sloan

Communication Enrollment By Status

This article explains how to set defaults for communication methods by using loan statuses and sub-statuses.

Updated 2 weeks ago by Kayla Todd

Customer Defaults

Grants you access to choose basic defaults for customers created in your company account.

Updated 2 weeks ago by Megan Hill

User Group Defaults

This article explains how to create and apply user group defaults.

Updated 2 weeks ago by Kayla Todd

Defaults

Loan Type Specific Defaults

System Defaults

New Charge Defaults

Payment Defaults

Communication Enrollment By Status

Customer Defaults

User Group Defaults

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