Loan creation
Articles
Creating a loan
How to create a loan in LoanPro.Activation requirements
Determine what requirements an account has to meet before it goes live.Linking customers and accounts
Manage many loans on one platform but connecting borrowers with to separate loan accounts.APR matching
Automatically adjust an account's interest rate or escrow to match a specific APR.Quick Quote
Create an amortization schedule for a prospective customer, which can either be turned into a full account.Managing account statuses
Use statuses and sub statuses to track accounts throughout each stage of their lifecycle.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