Thank you for your interest in LoanPro. There are more articles in our knowledge center than are currently available to you. To view all content, please log in.

Grouping (definition)

Written by Andy Morrise

Updated on March 7th, 2023

Advanced search restrictions that allow you to filter accounts based off of several classification systems available within LoanPro (e.g. Portfolio, Source Companies, Checklists, etc.).

Have Questions?

Contact Us