Steps for setting up loans, linking accounts, and managing key activation requirements.
How to create a loan in LoanPro.
Manage many loans on one platform but connecting borrowers with to separate loan accounts.
Use statuses and sub statuses to track accounts throughout each stage of their lifecycle.
Create an amortization schedule for a prospective customer, which can either be turned into a full account or deleted after a day.
Determine what requirements an account has to meet before it goes live.
Automatically adjust an account's interest rate or escrow to match a specific APR.
