Template Tips & Tricks

LoanPro Template Tips and Tricks

LoanPro lets you use many values as variables.  These variables can be used in lots of places inside the system including: email messages, custom forms, computation fields, rules, etc.  Most of the variables are straightforward in their usage, but some are less intuitive.  When you insert a variable, the appropriate data from a customer file or customer account will replace the variable before your email is sent, form generated, rule evaluated, etc. Here are some things you can do to help you create better templates:

 

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