The promise functionality in LoanPro is designed to help you keep track of what your customers tell you they will do. This information is then made available inside of each account and in aggregate in the promises report.
To create a promise, navigate to Servicing > Promises inside of any loan.
Enter the following information about the promise:
- Subject – Enter the subject of the promise.
- Due Date – Choose a due date for the promise either by entering a date directly into the field or by clicking and selecting a date from the date picker.
- Type – Choose the type of promise from the drop-down.
- Note – Enter any additional information about the promise. You can format this information using the formatting options provided.
Click Save to save the promise. You are done!