Custom fields overview
Customize different pages in LoanPro to hold information relevant to your business model.
Custom fields provide more flexibility in deciding what kind of data you want to track in your lending operations. You can create custom fields for loans, customers, payments, and source companies. They're created at the tenant level, meaning that any custom field you create will go across all of the loans or customers within your company.
For the customer, custom fields are additional information that you want to add about a customer that is not already a part of the system's defaults. You can add fields related to a customer's general information or about their employer.
For the loan, there are five areas where you can use custom fields:
| Area | Description |
| Loan Setup | These fields will appear when you are setting up a new loan's terms. You have the option to create fields for the general and loan amount sections of the loan setup. |
| Loan Settings | These fields will appear in each individual loan's settings page. The loan settings do not affect how a loan is calculated, but instead help group loans together to make it easier to search for them. |
| Collateral Tracking | These fields will appear when you are adding collateral to a loan account. |
| Insurance Tracking | These fields will be additional information for the insurance on a loan's collateral. |
| Bankruptcy | These fields will appear when tracking bankruptcies on a loan. |
There's a variety of field types you can choose from to fit your company's needs. For instance, if you would like to have a customer's time zone on file, choosing a 'selection' field type will create a dropdown menu with the time zones that the user can choose from.
Adding custom fields
Custom fields are created at the tenant-level, meaning that they'll show up on all of your loans, customers, or whatever else you create custom fields for. All the loan custom fields are added in Settings > Loan > Custom Fields.
When you first open that page, you'll see all the custom fields for Setup Terms, but clicking the tabs across the top will take you to the custom fields for Loan Settings, Collateral Tracking, Insurance Tracking, and Bankruptcy. Each page lists the custom fields, and each entry in those lists includes their ID (used in rules and custom forms), the name and type, whether it's required, active, searchable, and other useful information.
Custom Fields can also be created for other entities. Here's a list of other custom fields and how to create them:
- Payment custom fields: Settings > Loan > Payments > Custom Fields
- Customer custom fields: Settings > Customer > Custom Fields
- Source Company custom fields: Settings > Source Tracking > Custom Fields
Deleting custom fields
Custom fields can only be deleted if they have not already been used in the software. If you attempt to delete a custom field, you will get a pop-up warning that will tell you how many times the custom field was used and which areas they were used in.
If you find yourself in this situation and want a custom field to be unavailable to use, you can edit it and choose “No” from the “Active” dropdown menu. Deactivating a custom field will hide it so that it is unavailable for use.
Using custom fields with other tools
In addition to just storing data, custom fields can be put to use in several areas of the software: Custom field variables can be included in dynamic templates, the notification engine, and the automation engine.
Dynamic templates
To add a custom field to a dynamic template, navigate to Settings > Loan > Dynamic Templates > Dynamic Template Management and select the edit button (the pencil icon) next to the form on which you would like to display the custom field.
Once you are in the form editor, select 'Help variables' on right-hand side of the screen. Then, using the search bar, search for "Custom Fields". Now, select the section containing the custom field that you would like to add to the form (e.g. Collateral Tracking, Setup, Settings, etc.). Once you have selected the section, you will see a list of custom fields contained in that section. If you are editing an HTML form, make sure your cursor is positioned on the form where you would like the custom field variable to show and then select the hyperlink for the field you would like to add from the Expected Values list.
Notice that after selecting the hyperlink, the correct variable will be added to the form with the correct custom field ID. However, the word “PROPERTY” will need to be replaced by “value” as shown above.
Select Save to finish editing the form.
If you are adding the custom field to a DOC file type template, you will need to add the correctly formatted variable (i.e., [[v('settings-custom-fields.30.value')]]) to the word document that is being used to generate the custom form. Then re-upload the word document to LoanPro inside of the correct custom form.
If the updated form is now generated inside of a loan, the value that has been entered in the selected custom field for the specific loan will be displayed where the variable has been added on the form.
Notifications
Because loan specific variables are generated using the Context Engine, the process of adding custom field variables to an email is similar to the process of adding them to a custom form.
To add a custom field to a your automated communications, navigate to Settings > Company > Notification Engine > Event Based Notifications and select the edit button (the pencil icon) next to the notification on which you would like to display the custom field.
You may add a custom field to the content of the Email, System, Smart Mail House, or webhook notifications. SMS templates and variables will need to be configured with Solutions by Text.
Here are the steps for adding a custom field to Email, System and Smart Mail House notifications:
1. Scroll down and place your cursor in the content box where you would like the custom field to appear
2. Select ‘Help Variables’
3. Search "Custom Fields"
4. Select the section in which the desired custom field is found
5. Select the custom field from the Expected Values hyperlinks
6. Inside of the custom field variable in the content box, change "PROPERTY" to "value"
7. Select ‘Save’
Follow this same process to add a custom field to a trigger based or manually sent notification.
Clojure rules
LoanPro gives you the ability to complete certain actions or processes on an account automatically based off of certain criteria being met. You may create this criteria using Clojure rules. Using a custom field in a rule is similar to using any other variable that is native to the system. However, a very specific formatting is required.
For example, if you click the Expected Values hyperlink for a custom field with an ID number of 31 found in Loan Settings, you would see that (-> settings-custom-fields (get :31) :PROPERTY) has been added to the rule. All of the formatting is correct, except similar to the custom forms and notifications, you will need to change "PROPERTY" to say "value".
Example Rules with Custom Fields:
Here's an example rule that would give True/False output for custom fields that hold currency or other numbers:
(> (Double/valueOf(-> settings-custom-fields (get :31) :value)) 0)This rule would evaluate whether or not a currency type custom field with ID 31 has a value greater than $0.
And here's an example rule that would give a True/False output for fields that hold text rather than numbers:
(= (-> settings-custom-fields (get :19) :value) "This value") "This value"This rule would evaluate whether or not a select type custom field with ID 19 has a specific value selected. "This value" would need to be replaced by the ID of the select value that you would like to run the rule off of.
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