Loan/lease setup
Articles
User group defaults
Assign a set of account configuration defaults to specific groups of users.Loan class, type, and terms defaults
The different ways to classify and organize your loansSetting up a loan
Understanding and configuring loan setup terms in LoanPro.Loan settings
Control the account settings that affect how loans are grouped and serviced.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