Defaults

System Defaults

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

Updated 2 weeks ago by Sloan

Loan Type Specific Defaults

General. 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 type…

Updated 2 weeks ago by Cole

New Charge Defaults

General. 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. Fir…

Updated 2 weeks ago by Cole

Create a New Shortcuts Set

General. LoanPro has tried to make it easier to perform common tasks inside your accounts by letting you create a group of shortcuts. These shortcuts appear as a set of icons in the header of each cu…

Updated 3 months ago by Sloan

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 8 months ago by Sloan

Communication Enrollment By Status

General. The communication enrollment by status lets you decide which communication methods will be active according to loan status. Remember that automated messages are only sent to customers who ar…

Updated 9 months ago by Sloan

Customer Defaults

General. Customer defaults let you choose some basic defaults for customers created in your company account. How To. To edit the customer defaults, navigate to Settings > Defaults > New Customer > Cu…