Program and account configuration
Configure your account to match existing contracts, processes, and operating logic.
Customer
Configure your account to match existing contracts, processes, and operating logic.
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Customer Manager
View, sort, and filter your business and consumer customers.
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Customer details
All the information saved on an individual borrower.
Installment loan and lease
Configure your account to match existing contracts, processes, and operating logic.
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Loan class, type, and terms defaults
The different ways to classify, organize, and streamline your product line.
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Interest rate calculations
All the settings that affect interest accrual.
Line of credit and credit card
Configure your account to match existing contracts, processes, and operating logic.
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Creating a line of credit program
Design and configure a custom program for revolving, transaction level credit.
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Line of credit settings
All the options to customize your line of credit accounts.
More Guides
- Gramm-Leach-Bliley Act (GLBA): Explanation of Compliance
- Calculating Discounts
- How NACHA Files Work
- Importing into LoanPro
- Access LoanPro Help Materials
- APR
- Charge-Off Accounting
- CFPB Small-Dollar Rule Basics
- Fair Credit Reporting Act (FCRA): Explanation of Compliance
- Intro to Charge-Offs
- Which Laws do Lenders Need to Comply With?
- LoanPro glossary
- Zero Principal Balance
- Fair Debt Collection Practices Act (FDCPA): Explanation of Compliance
- Amortized Loan Overview
- Submit a Support Request
- Credit reporting overview
- Credit pulling
- Import CSV templates
- Interactive SMS