Customer Portal
Articles
Customer portal overview
A quick guide to LoanPro's customer portal.Customer portal account management
How customers can manage their accounts and payments through your customer portalCustomer Portal troubleshooting
Use this guide to quickly help borrowers resolve common login issues and access their accounts via the Customer Portal.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