Different companies require different things from the Loan Summary tab. In an effort to make the loan summary more useful for a greater number of clients, LoanPro added the custom loan summary feature. This feature lets you make decisions about the information displayed in the loan summary and how it is displayed.
Creating a Custom Summary View
To create a custom summary view, navigate to Settings > Company > Access > Views inside your account.
Click to duplicate an of the current views. The new view won’t be saved until you choose to save it.
Enter a name for the new view into the “Name” field. The area under the name field is divided into four sections: Summary, Statistics, Payoff, and Notes. Use the toggle switch to specify whether each section should be included or not. You can also click and drag the sections to choose which quadrant each will appear in.
The summary section lets you choose the information it will display by adding or removing variables. You can change the order of these variables by dragging and dropping them.
To remove a variable, click the to the right of the variable. To add a variable, click Add Context Variable.
To search for the variable you want, enter a search word or phrase into the “Search by keyword” field. You can also expand any of the sections under this field by clicking . Click next to any variable to select it.
If the variable can be added to the summary, the Help Variable ID will be a link. Click it to include the variable in the summary.
Statistics, Payoff, and Notes
The Statistics, Payoff, and Notes areas all work the same.
To remove an item from one of these sections, mouse over it and click the .
To add a new statistic, click Add
Click the item you want and it will be added to the section.
Click Save to save the view.
You can choose which view to use by selecting the radio button to left of it.