All Categories > LMS UI > Loans Tab > Loan Servicing
4 articles by 2 authors
Articles that have to do with the checklist options available in LoanPro.
2 articles by 2 authors
6 articles by 2 authors
Articles that go over information regarding loan promises.
8 articles by 2 authors
Articles that cover document storage in LoanPro
11 articles by 2 authors
General. LoanPro has some native functionality to help you track bankruptcies on a loan. This is designed to help you track bankruptcies from the time you are first notified, until they are dismissed…
Updated 2 months ago by Cole
General. Most of the process in closing a loan will consist of policies and procedures that your company has put in place. The purpose of this article is to go over the basic processes and possibilit…
Updated 7 months ago by Cole
General. To help customers make business decisions, it is helpful to compare some of the options inside LoanPro. This article will list a matrix for each set of options to help you make decisions whe…
Updated 6 months ago by Sloan
General. Creating a new loan correctly is very important. It’s also important to understand all the loan settings available so that the loan you create will perform the way you expect it to. The most…
Updated 3 months ago by Sloan
General. LoanPro allows you to quickly and easily add notes about a loan. Notes can help you keep track of interactions with your borrowers concerning the loan and any other information that might be…
Updated 7 months ago by Sloan
Overview. Customers may apply for a loan through an application on your company's website. Applications may also be filled out through the LoanPro interface, but customers will not have access to the…
Updated 6 months ago by Jed
General. LoanPro offers a loan type called Credit Limit. This is a closed-ended installment loan with the additional component of a lender-specified, maximum dollar-amount limit, that the borrower ma…
General. Amount and days past due are the numbers that are used to calculate delinquency. Amount past due is calculated as the total amount to come due to date minus the total amount paid (excluding…
General. You can delete unwanted loans from LoanPro. Before doing this, verify that you truly don't want the loan or any of it's associated information. It is possible to restore a deleted loan , but…
LoanPro's latest release added Payment Type Defaults at the Loan level. Before, default payment types were only set at the tenant level, and were universal across all of your loans. Now, the type def…
Updated 3 weeks ago by Sloan
General. The Summary tab inside a loan is designed to give you a quick overview of the loan data. This article will go over the data available to you on the Summary tab. You do have the option to cus…
Updated 10 months ago by Sloan
General. There are several loan types, most of which fall into the available categories offered by LoanPro. They are: Credit Limit, Flooring, Installment, and Lease. This article gives a description…
Updated 6 months ago by Cole
General. Advancements and credits directly affect the principal balance on a loan. You may log an advancement or credit if you are giving more money to the customer and are adding the amount to the e…
General. The desired outcome for a loan is that the borrower will pay it off. This article covers paying off a loan in LoanPro. There are many scenarios where the loan will not be paid off in the tra…
General. It may be necessary, over the course of a loan, to stop and start the accrual of interest. Even if it isn’t mandatory, you may want to use this tool to incentivize your customers. This tool…
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Updated 6 months ago
by Cole
