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Spencer McWilliams
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Intro to Custom Fields
Published May 8th, 2023 by Spencer McWilliams
Complexity: Audience: Loan Servicers or Collectors, Upper Management, Developers, Accounting, Loan Servicing/Collections Managers, Administrators, Compliance, Data Introduction Lending companies are unique in their product, workflows, and objectives. Because of this, each company has their own specific information that they want to store. Loa
Intro to Imports
Published April 3rd, 2023 by Spencer McWilliams
Complexity: Audience: Loan Servicers or Collectors, Upper Management, Developers, Accounting, Loan Servicing/Collections Managers, Administrators, Compliance, Data Introduction The import tool is a fast and efficient way to transfer large amounts of data to LoanPro's management system (LMS). Instead of manually inputting each individual piece
Intro to Forecast Reports
Published February 28th, 2023 by Spencer McWilliams
Introduction Payments are integral to any lending operation, and understanding what payments have been scheduled can help you predict income. Forecast reports do just that—show you the payments that have been scheduled across all the loans in your tenant. What are Forecast Reports? Forecast reports are a category of tenant-level reports in LMS. This
Intro to Alerts
Published April 26th, 2023 by Spencer McWilliams
Complexity: Audience: Loan Servicers or Collectors, Upper Management, Developers, Accounting, Loan Servicing/Collections Managers, Administrators, Compliance, Data Introduction Alerts are an important tool for lending companies to make sure that their employees are notified about important information in a borrower's account. These alerts can
Intro to Reports
Published April 6th, 2023 by Spencer McWilliams
Complexity: Audience: Loan Servicers or Collectors, Upper Management, Developers, Accounting, Loan Servicing/Collections Managers, Administrators, Compliance, Data Introduction Lending companies need to track the various moving parts within their business for multiple purposes. Since the business of lending is always changing, it's important t
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