Management and operations

Articles

Queues for line of credit

Learn about LoanPro's queue feature built specifically for line of credit accounts.

Contract proceeds

Seamlessly transfer loan information to new accounts for refinancing or trade in.

Custom reporting

Design and generate a report that meets your specific needs.

Smart Checklist

Keep track of multi-step processes with Smart Checklists, customized to suit your own business logic.

Queues

Easily service loans with a custom list designed to make the collections process more efficient.

Agent Walkthroughs

Create step-by-step guides to streamline agent workflows, ensure compliance, reduce errors, and improve task efficiency.

Alerts and notifications

The different tools you can use to notify your agents about account activity.

Note types, management, and search

Record and view notes logged on customer accounts and customer profiles.

Associated companies

Create directories for dealerships, recovery agents, and other third-party services, and assign those companies to specific accounts.

Document management

Upload and manage documents for borrowers, their accounts, and your own operation.

Account Manager

View, search, filter, and manage all of your borrowers' accounts.

Follow up date

Set a date when servicers should follow up with a borrower.

Smart Panel

Configure your most common servicing options into the Smart Panel to streamline your agents' workload.

Daily Snapshot

Track daily account data to analyze payment trends, interest calculations, delinquency history, and activity.