Tenant organization
Articles
Statuses and sub-statuses
Organizer your LoanPro tenant with easy, custom configuration.Portfolios
Organize accounts with portfolio tags, compatible with your custom processes and automations.Custom fields overview
Customize different pages in LoanPro to hold information relevant to your business model.Custom labeling
Create unique labels to organize your tenant and automate processes.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