Thank you for your interest in LoanPro. There are more articles in our knowledge center than are currently available to you. To view all content, please log in.

Using the Source Company Manager

What are source companies, and where can you find them in LMS?

Table of Contents


Audience: Upper Management, Loan Servicing/Collections Managers, Administrators


"Source company" is a flexible label, and LoanPro lets you use them in whatever way best suits your needs. Some users might use source companies to keep track of where their loans originate, such as auto lots, loan brokers, or any other business that refers customers to them. LoanPro users with several brick-and-mortar locations might instead use the field to keep track of where their loans originated and are serviced (To facilitate this, LoanPro has also added features like the Cash Drawer and Vault to help you keep track of money at these locations).

Whatever your intended use for source companies, the Source Company Manager will help you configure and keep track of them.

What's Next?

Now that you're familiar with the source company manager, you're ready to Create a New Source Company. You may also be interested in checking out our article Source Company – Custom Fields for more information on how to track source company values that aren't native to LoanPro.

Written by Andy Morrise

Updated on March 26th, 2024

Have Questions?

Contact Us