Origination

Tools and processes for verifying identities, assessing credit risk, and ensuring regulatory compliance.

• Data integrations

  Browse the available data providers to enrich your loan decisioning with LoanPro's decision engine.

  

• Credit pulling

  How to pull borrower credit information through LoanPro's integrated partners.

  

Steps for setting up loans, linking accounts, and managing key activation requirements.

• Creating a loan

  How to create a loan in LoanPro.

  

• Linking customers and accounts

  Manage many loans on one platform but connecting borrowers with to separate loan accounts.

  

Manage and track financial sources, cash flow, and secure storage.

• Automated notifications

  Send personalized communication to your borrowers without manual input.

  

• Dynamic Templates

  Learn how to create, generate, and send Dynamic Templates.