Add an ACH Processor

General In order to process payments via ACH, you will need an account with one of our integrated processors. Add Processor To add an ACH processor to PCI Wallet through LoanPro, navigate to Settings > Company > Merchant > PCI Wallet in your company account. Make sure you’re on the Bank […]

Website – Application

General LoanPro offers a customizable application as a way to create new loans in the system. This article will cover using the application on the customer-facing website. Check out the application article to see how to create an application, or how to display it on an outside website. Settings To enable the application on […]

API – Customer-Facing Website Dedicated Login Page

General Through the API you can easily create a dedicated login page or add a login are to an existing website. To view a Plunkr example, click here. How To To log the user into the customer-facing website, first send the user credentials to the following endpoint: /api/public/api/1/tenants(1)/customers/authenticate The payload should […]

Application

General LoanPro provides a way to create a custom loan application. This application is a way to create a new loan. There are no decisioning tools associated with the application. You can style the application with CSS. Creating an Application To create an application, navigate to Settings > Loan > […]

Event Based Notifications – Mail House

General Mail-house, event-based notifications are notifications that, when triggered, will mail out a physical notification. The notification is sent by Connections to a company that prints the notification, places it in an envelope, and mails it to the customer. How To To set up an event-based, mail-house notification, navigate to Settings […]

Mail House Tool

General The mail-house tool lets you send mailers from LoanPro Software to your customers. How To To add customers as mail-house recipients, navigate to the Loan Manager and either select individual loans or a group of loans that you want to send to the mail-house tool. To send an individual loan, […]

Mail House Templates

General Mail house templates are template mailers that you can choose to automatically send out through LoanPro Software. The mailers are sent through our Connections platform and the service includes printing the mailer, putting it in an envelope, adding a stamp, and sending the mailer to the customer’s address. How To […]

Trigger Based Notifications – Mail House

General Mail-house, trigger-based notifications are notifications that, when triggered, will mail out a physical notification. The notification is sent by Connections to a company that prints the notification, places it in an envelope, and mails it to the customer. How To To set up a trigger-based, mail-house notification, navigate to Settings […]

Forecast Payments Report

General The forecast payments report is designed to show forecast payments. Forecast payments will only appear in the future on activated loans. If loans are not activated, forecast payments can be in the past. This report is usually used to see expected future payments on loans within your company account. How […]

Scheduled Payments Report

General The scheduled payments report is designed to show information about scheduled payments on loans within your company. Scheduled payments are not payments that were made on a loan, but simply payments that were scheduled. This report is typically used to look at the amount that was scheduled to be […]