Program and account configuration
Configure your account to match existing contracts, processes, and operating logic.
Customer
Manage customer profiles and organize account details.
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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
Learn how to configure installment loan and lease products in LoanPro.
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Loan class, type, and terms defaults
The different ways to classify and organize your loans
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Interest rate calculations
All the settings that affect interest accrual.
Line of credit and credit card
Learn how to configure line of credit and credit card programs in LoanPro.
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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
- Agent users
- Dashboards
- Queues
- Audit Trail
- Smart Checklist
- Compliance overview
- Smart Panel
- Setting up a loan
- Variable interest rates
- Discount calculations
- Agent Walkthroughs
- Contract matching
- OFAC InstaCheck
- Credit pulling
- Creating a loan
- Reports overview
- Base Communications Suite
- Smart Mail House
- Interactive SMS
- Automated communication
- Statements