In LMS, documents can be saved directly to any borrower or account, and frequently used common documents can be uploaded to a common document area. This article will walk through the process of adding documents in each of these areas, as well as the categorization and management tools available.

Uploading loan documents

To upload a loan document, navigate to Servicing > Documents inside any account. On the main page, you can search for documents through a number of filters: filter by keyword, section, author, or date. You can also click the ‘Only Active’ checkbox to only show documents that have the ‘Active’ status. 

To upload a loan document, click the ‘Add’ button at the top right.

Select a section for the document from the ‘Section’ dropdown menu. This helps organize your documents if there are a large amount of documents stored in the account. Now, either click the drop zone to browse for your document, or drag-and-drop the document into the drop zone. Once uploaded, you can give it a name in the ‘File Name’ field.
 

Click 'Save' to save the file.

You can make the document visible to borrowers on the customer portal by clicking the switch under 'Visible'. And if a document becomes outdated, you can set it to active or inactive with the ‘Active’ toggle switch. 

Clicking the arrow on the far right opens a smaller window with the document's general info and the options to edit or download the document. You also have the option of sending the document as a letter through Smart Mail House. 

Uploading customer documents

You can upload a document to a customer either from the Customer Manager or from any account they’re associated with.

• To upload a document through the Customer Manager, navigate to Users > Customer Manager. Once you have selected a specific customer, select 'Customer Docs'. 
• To upload a document inside of an account, navigate to Customer > Customer Docs. 

From there, the process is the same in either location. To upload a new document, click the 'Add' button in the top right corner.

Name the document and select a document section from the section dropdown menu.

If you don’t find an applicable section for the document, you can customize the list of sections in Settings > Customer > Labeling > Document Sections. Once you've selected the appropriate section, either click the drop zone to find the file you want to upload, or simply drag and drop the file onto the drop zone.

Next, click the 'Save' button. The file you chose will be uploaded to the customer account. You should now see the file listed on the account including options to download, edit, or inactivate the document.

Customer documents can be set to active or inactive to help keep track of which documents are the most recent and filter them by its status. To do this, click the three dots to the right of the document listing and choose to set the document to active or inactive. Documents that are inactive cannot be edited, but they can still be downloaded.

Uploading common documents

LoanPro's Common Documents section is used to store frequently used company files. Many users use Common Documents to store their company's logo files, company policies, or new customer packets. Once uploaded, each file is available for download by the agent users who have access to the page. The system supports .PDF, .TXT, .PNG, .JPEG, and .GIF file types.

To upload a common document, navigate to Account > Common Documents. Then, click 'Upload' in the top right corner. You can also delete files. To delete a file, select its checkbox and then select 'Delete'.

For each file type that you upload, you'll see a specific icon displayed that will help distinguish each type of file. 

Document categories

LoanPro helps you organize both your loan and customer documents by making it easy to upload documents to a specific section. The list of document sections is customizable, so you can keep uploaded files organized on your own terms. This article will cover customizing the list of document sections for both customers and loans. 

If you deactivate a document section that already has documents categorized in them, they won't disappear. Instead, they will still be visible under the “All” category and the section title will not be included in the category options. 

Customer document section 

To add or update a customer document section, navigate to Settings > Customer > Labeling > Document Sections.

You can activate or inactivate an existing section by clicking on the 'x' icon. Activating a section will have it appear as an option in the Customer Manager.  Sections can be deleted by clicking on the trash can icon, but only if the section is active. To edit an already existing section, click the pencil icon to the right of the document section you want to edit.

If you are adding a new section, click the ‘Add’ button at the top right.

Enter the title of the new document section into the field provided then click ‘Save' to create a new customer document section. 

The customer document sections will appear in the customer manager within any individual loan account. 

Loan document sections

The process of managing loan document sections is fairly similar to managing customer document sections. To add or update a new loan document section, navigate to Settings > Loan > Labeling > Document Sections. Once you’re there, creating and managing document sections works just like it does for customer documents.