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 loansLoan settings
Control the account settings that affect how loans are grouped and serviced.Setting up a loan
Understanding and configuring loan setup terms in LoanPro.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
- Creating a loan
- Interactive SMS
- Audit Trail and reporting tools
- Contract matching
- Setting up a loan
- Report types
- Automated notifications