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Defaults

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 4 months 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 4 months ago by Kayla Todd

Defaults 101

There are several different types of defaults that can be set in LoanPro. In this article we'll be explaining the basics of what defaults are and why they're useful.

Updated 1 month 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 4 months ago by Cole

Payment Defaults

Complexity:. Audience: Developers, Loan Servicing/Collections Managers, Administrator Introduction. Defaults allow lenders to create a starting point for loan actions like payments, charges, creating…

Updated 4 months ago by Brinley Bushman

Communication Enrollment By Status

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

Updated 4 months ago by Kayla Todd

Customer Defaults

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

Updated 4 months ago by Megan Hill

User Group Defaults

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

Updated 3 months ago by Kayla Todd

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