Servicing and collections
Manage active accounts, automate workflows, and optimize collections operations.
Management and operations
Tools and workflows for effective account management, servicing, collections, and custom reporting.
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Agent Walkthroughs
Create step-by-step guides to streamline agent workflows, ensure compliance, reduce errors, and improve task efficiency.
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Queues
Easily service loans with a custom list designed to make the collections process more efficient.
Automation
Set up and execute automations to streamline processes and simplify tasks.
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Creating automations
Create automations to streamline your processes, all according to your own custom business logic.
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Clojure
Getting started with Clojure for writing rules in LoanPro’s Automation Engine.
Notifications and communications
Manage and automate communications with tools for email, SMS, and direct mail.
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Base Communications Suite
Building an effective borrower communication strategy with LoanPro’s Base Communications Suite.
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Interactive SMS
Send and receive text messages with borrowers in real-time.
More Guides
- Agent users
- Dashboards
- Queues
- Audit Trail
- Smart Checklist
- Compliance overview
- Smart Panel
- Setting up a loan
- Variable interest rates
- Discount calculations
- Agent Walkthroughs
- Contract matching
- OFAC InstaCheck
- Credit pulling
- Creating a loan
- Reports overview
- Base Communications Suite
- Smart Mail House
- Interactive SMS
- Automated communication
- Statements