There is a lot of value in using LoanPro’s payment integrations. In order to process a credit card or eCheck through LoanPro you will have to enter payment information. If you don’t have an active PCI Wallet account connected with your LoanPro account, you will not be able to add payment profiles. This is because the storing of payment data must be in compliance with PCI DSS (Payment Card Industry Data Security Standards).
You can add a payment profile for a customer in three places within LoanPro: inside the customer file—either in Customers or Customer Manager—or inside the Payments tab. Below are the steps for adding a payment using the customer file or the Payments tab.
Inside the Customer File
To add a payment profile inside the customer file, either navigate to Customers inside a loan, or navigate to Users > Customer Manager inside your company account. Inside Customers or the Customer Manager, click the customer for whom you want to add the payment profile, and navigate to Payment Profiles inside the customer file.
Clickto add a new payment profile. From the drop-down, select whether you are adding a credit/debit card or a checking account.
You will then see options to enter information based on the payment profile type you selected. This screen will come directly from PCI Wallet. This is because PCI DSS compliance requires that payment profile data be entered directly into our PCI compliant platform, PCI Wallet.
Enter the card or checking account information and click PCI Wallet.. Your payment data will now be saved in
There are a few features that make entering a payment profile easier. If you are entering a debit/credit card, the card type will be added automatically when you enter the card number. If the address is in the US, entering the ZIP code will automatically populate the city and state values.
Finally, enter a name for this payment profile and click.
Inside the Payments Tab
To add a payment profile inside the payments tab, navigate to Servicing > Payments inside a loan. From there, you can save a payment profile for the primary or secondary customer on the account as a part of logging a payment. Click Log Payment. The payment profile can be entered on the Payment Profile Information step of logging a payment.
To add a new payment profile, click ADD NEW PAYMENT PROFILE. Things will work just as they did when adding a payment profile inside the customer file.