Origination
Configure and streamline your origination process with flexible options for data integration, underwriting, and decisioning.
Credit assessment and underwriting
Tools and processes for verifying identities, assessing credit risk, and ensuring regulatory compliance.
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OFAC InstaCheck
Verify that your borrowers aren't on the specially designated nationals (SDN) list to ensure regulatory compliance and prevent crime.
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Credit pulling
How to pull borrower credit information through LoanPro's integrated partners.
Loan creation
Steps for setting up loans, linking accounts, and managing key activation requirements.
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Linking customers and accounts
Manage many loans on one platform but connecting borrowers with to separate loan accounts.
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APR matching
Automatically adjust an account's interest rate or escrow to match a specific APR.
Source tracking
Manage and track financial sources, cash flow, and secure storage.
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Cash Drawers and the Vault
Manage cash transactions through source companies.
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Sources
How to use source companies.
More Guides
- Agent users
- Dashboards
- Queues
- Audit Trail
- Smart Checklist
- Compliance overview
- Smart Panel
- Setting up a loan
- Variable interest rates
- Discount calculations
- Agent Walkthroughs
- Contract matching
- OFAC InstaCheck
- Credit pulling
- Creating a loan
- Reports overview
- Base Communications Suite
- Smart Mail House
- Interactive SMS
- Automated communication
- Statements