Import examples
Articles
Import example – loan tools and actions
Use bulk tools to update, archive, delete or otherwise edit accounts.Import example – customer information
Learn how to quickly and accurately import customer information into LMS.Import example – payment schedule
How to import a configurable payment schedule to a loan.Import example – payments
How to import payment data into LoanPro.Import example – SMS verification
Verify customer phone numbers in bulk.Import example – loan/lease
How to import accounts.More Guides
- Agent users
- Smart Checklist
- Variable interest rates
- OFAC InstaCheck
- Base Communications Suite
- Statements
- Dashboards
- Compliance overview
- Applying and viewing discounts
- Credit pulling
- Smart Mail House
- Queues
- Smart Panel
- Agent Walkthroughs
- Smart Panel
- Creating a loan
- Interactive SMS
- Audit Trail and reporting tools
- Contract matching
- Setting up a loan
- Report types
- Automated notifications