Program and account configuration

Manage customer profiles and organize account details.

• Customer Manager

  View, sort, and filter your business and consumer customers.

  

• Customer details

  All the information saved on an individual borrower.

  

Learn how to configure installment loan and lease products in LoanPro.

• Setting up a loan

  Understanding and configuring loan setup terms in LoanPro.

  

• Interest rate calculations

  All the settings that affect interest accrual.

  

Learn how to configure line of credit and credit card programs in LoanPro.

• Creating a program

  Design and configure a custom program for revolving, transaction level credit.

  

• Line of credit settings

  All the options to customize your line of credit accounts.